How big is Next Steps Worldwide, PLLC's plan?

Next Steps Worldwide, PLLC's plan reported $274K in assets and 35 participants for 2024.

Original filing (PDF)20251013133232NAL0000655379011

Next Steps Worldwide, PLLC

Name: Next Steps Worldwide, PLLC — Next Steps Worldwide, Form 5500 (2024)
Creator: Next Steps Worldwide, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next Steps Worldwide 401(k) Plan

401(k) retirement plan · Next Steps Worldwide, PLLC's Next Steps Worldwide 401(k) Plan held $274K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$274K

Net assets (EOY)

$274K

People on this filing

GENE Schwalen signed Next Steps Worldwide, PLLC's 2024 Form 5500 as plan administrator.

GENE Schwalen — 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

Next Steps Worldwide, PLLC's EIN is 81-5054547.

EIN 81-5054547

Plan number 001

Plan year 2024

ACK ID 20251013133232NAL0000655379011

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Next Steps Worldwide, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Next Steps Worldwide, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXT STEPS WORLDWIDE, PLLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score