Tammy Julian signed Strategies to Empower People, Inc. (S.T.E.P.)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategies to Empower People, Inc. (S.T.E.P.)'s EIN is 68-0361600.
Download the official 2024 Form 5500 (PDF) for Strategies to Empower People, Inc. (S.T.E.P.) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategies to Empower People, Inc. (S.T.E.P.)'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC. | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC. | 13-3745616 | — | TRUSTEE RECORD-KEEPER | $17K | — |
