2023 Form 5500 filing — The Stepping Stones Group Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010165121NAL0034804608001) for The Stepping Stones Group Retirement Plan, reported by Stepping Stones Healthcare Services, LLC under EIN 46-5522100 and plan number 001. It reports 10,302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010165121NAL0034804608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stepping Stones Healthcare Services, LLC
- EIN
- 46-5522100
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 10,302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,790,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,790,322
- Employer contributions
- $0
- Participant contributions
- $17,061,316
- Total income / additions
- $30,540,717
- Benefits paid
- $10,840,446
- Administrative expenses
- $674,635
- Total expenses
- $11,535,065
- Net increase / (decrease)
- $19,005,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $525,505 | $0 |
| Creative Planning LLC | ADVISOR | $107,086 | not reported in the loaded dataset |
| Lockton Investment Advisors | ADVISOR | $42,044 | not reported in the loaded dataset |