Original filing (PDF)20250613152738NAL0015759555001

NEXT STEP BRAND SOLUTIONS, LLC

Name: NEXT STEP BRAND SOLUTIONS, LLC — NEXT STEP BRAND SOLUTIONS RETIREMENT TRUST, Form 5500 (2024)
Creator: NEXT STEP BRAND SOLUTIONS, LLC

Form 5500-SF

FILING_RECEIVED

NEXT STEP BRAND SOLUTIONS RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

NEXT STEP BRAND SOLUTIONS, LLC

EIN

84-4765382all filings

Address

N7931 RIDGEVIEW COURT · SHERWOOD, WI · 54169

Phone

(920) 585-7762

Industry

Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

KMC PARTNERS LLC

$177K · 10 participants

EMRON T. WRIGHT & ASSOCIATES

EMRON T. WRIGHT & ASSOCIATES CASH BALANCE PLAN

$177K · 3 participants

VEVO THERAPEUTICS INC.

TAHOE THERAPEUTICS INC. 401(K) PLAN

$177K · 8 participants

PEMBROKE AND COMPANY

PEMBROKE AND COMPANY 401K PROFIT SHARING PLAN

$177K · 10 participants

ANALYTICAL CONSULTING GROUP LL

ANALYTICAL CONSULTING GROUP LL 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.