How big is Nextstep Financial DEBT Settlement's plan?

Nextstep Financial DEBT Settlement's plan reported $5K in assets and 21 participants for 2024.

Original filing (PDF)20250718120111NAL0003077458001

Nextstep Financial DEBT Settlement

Name: Nextstep Financial DEBT Settlement — Nextstep, Form 5500 (2024)
Creator: Nextstep Financial DEBT Settlement
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nextstep Financial 401(k) Plan

401(k) retirement plan · Nextstep Financial DEBT Settlement's Nextstep Financial 401(k) Plan held $5K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Marcus Bowie signed Nextstep Financial DEBT Settlement's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Nextstep Financial DEBT Settlement's EIN is 84-3210614.

EIN 84-3210614

Plan number 001

Plan year 2024

ACK ID 20250718120111NAL0003077458001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nextstep Financial DEBT Settlement from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nextstep Financial DEBT Settlement's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXTSTEP FINANCIAL DEBT SETTLEMENT.

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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

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 (86th percentile).

Plan sponsor

Name

NEXTSTEP FINANCIAL DEBT SETTLEMENT

EIN

all filings

Address

25391 COMMERCENTRE DRIVE # 120 · LAKE FOREST, CA · 92630

Phone

(877) 501-6707

Industry

Finance & Insurance

Plan administrator