How big is Next Step Retirement & Insurance SE's plan?

Next Step Retirement & Insurance SE's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250630193246NAL0006722195001

Next Step Retirement & Insurance SE

Name: Next Step Retirement & Insurance SE — NSR Employee, Form 5500 (2024)
Creator: Next Step Retirement & Insurance SE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NSR Employee Savings Plan

401(k) retirement plan · Next Step Retirement & Insurance SE's NSR Employee Savings Plan held $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jennie Hunsberger signed Next Step Retirement & Insurance SE's 2024 Form 5500 as plan administrator.

Jennie Hunsberger — 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 Step Retirement & Insurance SE's EIN is 83-3685122.

EIN 83-3685122

Plan number 001

Plan year 2024

ACK ID 20250630193246NAL0006722195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Next Step Retirement & Insurance SE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Next Step Retirement & Insurance SE's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXT STEP RETIREMENT & INSURANCE SE.

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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