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Original filing (PDF)20251003130018NAL0000864851001
EASY STEP ENTERPRISES, LLC
Form 5500
FILING_RECEIVED
EASY STEP ENTERPRISES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
206
Accounts w/ balance
271
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASY STEP ENTERPRISES, LLC.
Plan sponsor
Name
EASY STEP ENTERPRISES, LLC
EIN
84-3003833
Address
8203 BUCKEYE DRIVE · RICHMOND, VA · 23228
Phone
(804) 250-8687
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $13K | — |
Investments
28 direct securities· $2.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date R6 Fund " | — | — | — | $418K | 19.9% | |
| American Funds 2060 Target Date R6 Fund " | — | — | — | $297K | 14.1% | |
| American Funds 2065 Target Date R6 Fund " | — | — | — | $244K | 11.6% | |
| Fidelity 500 Index Fund " | — | — | — | $225K | 10.7% | |
| American Funds 2055 Target Date R6 Fund " | — | — | — | $222K | 10.6% | |
| American Funds 2045 Target Date R6 Fund " | — | — | — | $141K | 6.7% | |
| American Funds 2040 Target Date R6 Fund " | — | — | — | $122K | 5.8% | |
| American Funds 2050 Target Date R6 Fund " | — | — | — | $107K | 5.1% | |
| American Funds 2035 Target Date R6 Fund " | — | — | — | $103K | 4.9% | |
| Fidelity Total International Index Fund Mutual fund | — | — | — | $63K | 3.0% | |
| Fidelity Tot Intl Idx Fund Registered Investment Company | — | — | — | $63K | 3.0% | |
| American Funds 2020 T Date R6 Registered Investment Company $683 American Funds 2025 T Date R6 Registered Investment Company | — | — | — | $34K | 1.6% | |
| Hartford Schroders International Stock Fund Class SDR " | — | — | — | $31K | 1.5% | |
| American Funds 2015 Target Date R6 Fund " | — | — | — | $20K | 1.0% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $15K | 0.7% | |
| Fidelity Small Cap Index Fund " | — | — | — | $14K | 0.7% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $14K | 0.7% | |
| Putnam Large Cap Value Fund - Class R6 " | — | — | — | $11K | 0.5% | |
| Putnam Lrg Cp Val Fd - Cl R6 Registered Investment Company | — | — | — | $11K | 0.5% | |
| JPMorgan Large Cap Growth Fund R6 " | — | — | — | $7K | 0.3% | |
| Carillon Eagle Mid Cap Growth Fund R6 " | — | — | — | $6K | 0.3% | |
| DFA U.S. Targeted Value Portfolio Institutional Fund " | — | — | — | $6K | 0.3% | |
| American Funds 2070 Target Date R6 Fund " ** 324 JPMorgan Core Plus Bond Fund R6 " ** 263 Fidelity US Bond Index Fund " | — | — | — | $5K | 0.2% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $5K | 0.2% | |
| Allspring Special Mid Cap Value Fund - Class R6 " | — | — | — | $5K | 0.2% | |
| party date,rate of interest, collateral, par, or maturity date Allspg Spec MdCp Vl Fd R6 Registered Investment Company | — | — | — | $5K | 0.2% | |
| Neuberger Berman Small Cap Growth Fund R6 " | — | — | — | $2K | <0.1% | |
| Neuberg Berm Sm Cp Grw Fnd R6 Registered Investment Company | — | — | — | $2K | <0.1% |
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