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Original filing (PDF)20251015120050NAL0004475233001
STEPOWOY ENTERPRISES, LLC
Form 5500
FILING_RECEIVED
STEPOWOY ENTERPRISES 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
198
Accounts w/ balance
339
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPOWOY ENTERPRISES, LLC.
Plan sponsor
Name
STEPOWOY ENTERPRISES, LLC
EIN
81-0793283
Address
7001 WOOSTER PIKE · MEDINA, OH · 44256
Phone
(330) 456-7890
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2E · Profit-sharing
2F · ERISA section 404(c)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CIUNI & PANICHI, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | 27-2487837 | — | THIRD PARTY ADMIN. | $0 | — |
Investments
21 direct securities· $5.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Large Cap Growth Fund III R1 Registered Investment Company | — | — | — | $1.2M | 21.8% | |
| American Funds Amer Mutual R6 Registered Investment Company | — | — | — | $772K | 14.4% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $695K | 13.0% | |
| Core Bond Fund R1 Registered Investment Company | — | — | — | $571K | 10.7% | |
| MyCompass Ind Aggressive 2045 Fd R Registered Investment Company | — | — | — | $373K | 7.0% | |
| Fidelity Sm Cp Ind Fund Registered Investment Company 10 Fidelity US Bd Idx Fund Registered Investment Company | — | — | — | $261K | 4.9% | |
| Brandes Intl Value Fund R6 Registered Investment Company | — | — | — | $242K | 4.5% | |
| Small Cap Growth Fund II R1 Registered Investment Company | — | — | — | $233K | 4.3% | |
| Small Cap Value Fund III R1 Registered Investment Company | — | — | — | $232K | 4.3% | |
| FdtdHrms Inst Hg Yld Bd Fnd R6 Registered Investment Company | — | — | — | $190K | 3.5% | |
| MFS Mid Cap Growth Fund R6 Registered Investment Company | — | — | — | $128K | 2.4% | |
| Allspg Spec MdCp Vl Fd R6 Registered Investment Company | — | — | — | $126K | 2.3% | |
| Voya Fixed account (4450) Guaranteed Investment Contract* | — | — | — | $79K | 1.5% | |
| Fidelity International Idx Fd Registered Investment Company 10 Fidelity Mid Cap Index Fd Registered Investment Company | — | — | — | $68K | 1.3% | |
| MyCompass Ind Moderate 2055 Fd R Registered Investment Company | — | — | — | $55K | 1.0% | |
| MyCompass Ind Moderate 2065 Fd R Registered Investment Company | — | — | — | $53K | 1.0% | |
| Voya Gov Money Mkt Fnd A Registered Investment Company | — | — | — | $37K | 0.7% | |
| MyCompass Ind Moderate 2045 Fd R Registered Investment Company | — | — | — | $28K | 0.5% | |
| MyCompass Ind Moderate 2035 Fd R Registered Investment Company | — | — | — | $9K | 0.2% | |
| Fidelity Adv Intl Growth Fund Z Registered Investment Company | — | — | — | $4K | <0.1% | |
| MyCompass Ind Conservative Ret Fd Registered Investment Company 491 MyCompass Ind Moderate Ret Fd R Registered Investment Company | — | — | — | $1K | <0.1% |