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Original filing (PDF)20250731105433NAL0008331504001
STEP BY STEP FAMILY SUPPORT CENTER
Form 5500
FILING_RECEIVED
STEP BY STEP FAMILY SUPPORT CENTER 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
153
Accounts w/ balance
183
Plan assets (EOY)
$572K
Net assets (EOY)
$572K
How this plan invests
This plan
1 pooled trust
Schedule D
18 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.
Helping the score
- Below-peer total fees (49 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEP BY STEP FAMILY SUPPORT CENTER.
Plan sponsor
Name
STEP BY STEP FAMILY SUPPORT CENTER
EIN
91-1871945
Address
3303 #A 8TH AVE SE · PUYALLUP, WA · 98372
Phone
(253) 268-2964
Industry
Health Care & Social Assistancesee 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
2025-07-31
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
18 direct securities · 1 pooled fund· $571K(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$571K
18 holdings
Common Collective Trust
$336
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $125K | 21.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $97K | 17.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $76K | 13.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $53K | 9.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $44K | 7.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $40K | 7.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $35K | 6.2% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $27K | 4.7% | |
| American Funds American Mutual R6 American Funds 0 | — | — | — | $17K | 2.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $15K | 2.6% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $12K | 2.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $11K | 1.9% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $9K | 1.5% | |
| Fidelity Total International Index Fidelity 0 | — | — | — | $3K | 0.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 458 Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $3K | 0.5% | |
| Vanguard International Value Inv Vanguard 0 647 American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $1K | 0.2% | |
| T. Rowe Price Stable Value CTF A T. Rowe Price 0 479 Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $1K | 0.2% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $1K | 0.2% | |
| T. ROWE PRICE STABLE VALUE CTF A T. ROWE PRICE · EIN 52-1309931 / PN 456 | Common Collective Trust | — | — | $336 | <0.1% |
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