How big is Stepping Stones Consulting Services LLC's plan?

Stepping Stones Consulting Services LLC's plan reported $213K in assets and 25 participants for 2024.

Original filing (PDF)20251226220026NAL0015126097003

Stepping Stones Consulting Services LLC

Name: Stepping Stones Consulting Services LLC — Form 5500 Plan 001 (2024)
Creator: Stepping Stones Consulting Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stepping Stones Consulting Services 401(k) Plan

401(k) retirement plan · Stepping Stones Consulting Services LLC's Stepping Stones Consulting Services 401(k) Plan held $213K in plan assets for 25 participants in 2024.

Signals · 1

Late filing · 1.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$213K

Net assets (EOY)

$213K

Plan identifiers

Stepping Stones Consulting Services LLC's EIN is 81-2664232.

EIN 81-2664232

Plan number 001

Plan year 2024

ACK ID 20251226220026NAL0015126097003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stepping Stones Consulting Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stepping Stones Consulting Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Filed 1.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

STEPPING STONES CONSULTING SERVICES LLC

EIN

all filings

Address

10931 STONE HOUSE LN · FRISCO, TX · 75033

Phone

(773) 294-3130

Industry

Professional & Technical Services

Plan administrator