How big is EASY Step Enterprises, LLC's plan?

EASY Step Enterprises, LLC's plan reported $1.3M in assets and 151 participants for 2023.

Original filing (PDF)20240730122215NAL0043722882001

EASY Step Enterprises, LLC

Name: EASY Step Enterprises, LLC — EASY Step Enterprises, Form 5500 (2023)
Creator: EASY Step Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EASY Step Enterprises, LLC 401(k) Plan

401(k) retirement plan · EASY Step Enterprises, LLC's EASY Step Enterprises, LLC 401(k) Plan held $1.3M in plan assets for 151 participants in 2023.

Signals · 1

No auditor on file

Active participants

151

Accounts w/ balance

153

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jodie Cox signed EASY Step Enterprises, LLC's 2023 Form 5500 as plan administrator.

Jodie Cox — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EASY Step Enterprises, LLC's EIN is 62-1874769.

EIN 62-1874769

Plan number 001

Plan year 2023

ACK ID 20240730122215NAL0043722882001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for EASY Step Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

EASY Step Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EASY STEP ENTERPRISES, LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off