How big is Step UP Consulting LLC's plan?

Step UP Consulting LLC's plan reported $414K in assets and 8 participants for 2024.

Original filing (PDF)20251008093932NAL0002895939001

Step UP Consulting LLC

Name: Step UP Consulting LLC — Step UP Consulting LLC, Form 5500 (2024)
Creator: Step UP Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Step UP Consulting LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Step UP Consulting LLC's Step UP Consulting LLC 401(k) Profit Sharing Plan held $414K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

Plan identifiers

Step UP Consulting LLC's EIN is 83-1830151.

EIN 83-1830151

Plan number 001

Plan year 2024

ACK ID 20251008093932NAL0002895939001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Step UP Consulting LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score