Yvonne Bruinsma signed In S.T.E.P.P.S., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
In S.T.E.P.P.S., Inc.'s EIN is 80-0582908.
Download the official 2024 Form 5500 (PDF) for In S.T.E.P.P.S., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)In S.T.E.P.P.S., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $1K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $970 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.8M | 99.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I Registered Investment Company | Common Stocks | — | — | $1.5M | 53.0% | |
| INDEXSELECT MODERATE 2045 FUND CL I Registered Investment Company | Common Stocks | — | — | $652K | 22.8% | |
| INDEXSELECT MODERATE 2035 FUND CL I Registered Investment Company | Common Stocks | — | — | $486K | 17.0% | |
| INDEXSELECT CONSERVATIVE 2055 FUND CL I Registered Investment Company ** 219 INDEXSELECT CONSERVATIVE RET FUND CL I Registered Investment Company | Common Stocks | — | — | $117K | 4.1% | |
| VANGUARD SMALL CAP INDEX ADM Registered Investment Company | Mutual Funds | — | — | $38K | 1.3% | |
| MASSMUTUAL BLUE CHIP GROWTH I Registered Investment Company | Common Stocks | — | — | $13K | 0.5% | |
| Fixed Annuities * General Account Fixed Annuity ** $ | Other securities | — | — | $13K | 0.4% | |
| Participant Loans Interest rates at (9.75%) $0 | Bonds / Notes | — | — | $12K | 0.4% | |
| Registered Investment Companies AMERICAN FUNDS AMERICAN MUTUAL R6 Registered Investment Company | Mutual Funds | — | — | $6K | 0.2% | |
| INDEXSELECT MODERATE RETIRE FUND CL I Registered Investment Company | Common Stocks | — | — | $4K | 0.1% | |
| VANGUARD MID CAP INDEX ADMIRAL Registered Investment Company | Mutual Funds | — | — | $1K | <0.1% | |
| MASSMUTUAL CORE BOND I Registered Investment Company ** 284 MASSMUTUAL MID CAP GROWTH I Registered Investment Company ** 405 MASSMUTUAL SMALL CAP OPPS I Registered Investment Company ** 324 VANGUARD 500 INDEX ADMIRAL Registered Investment Company | Common Collective Trusts | — | — | $1K | <0.1% | |
| BLACKROCK INFLATION PROTECTED BOND K Registered Investment Company ** 348 FRANKLIN SMALL CAP VALUE R6 Registered Investment Company ** 355 INDEXSELECT CONSERVATIVE 2045 FUND CL I Registered Investment Company | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
