How big is Step2's plan?

Step2's plan reported $515K in assets and 31 participants for 2025.

Original filing (PDF)20260330135941NAL0011138577001

Step2

Name: Step2 — Step2, Inc. 403(b) Retirement Plan, Form 5500 (2025)
Creator: Step2
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Step2, Inc. 403(b) Retirement Plan

403(b) retirement plan · Step2's Step2, Inc. 403(b) Retirement Plan held $515K in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

People on this filing

Susan McElwee signed Step2's 2025 Form 5500 as plan administrator.

Susan McElwee — 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

Step2's EIN is 94-3025207.

EIN 94-3025207

Plan number 001

Plan year 2025

ACK ID 20260330135941NAL0011138577001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Step2 from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Step2's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEP2.

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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.

Plan sponsor

Name

STEP2

EIN

all filings

Address

3700 SAFE HARBOR WAY · RENO, NV · 895121137

Phone

(775) 787-9411

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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