The Step2 Company 401k Retirement Plan & Trust — Form 5500 plan (The Step2 Company LLC)
Plain-English plan 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, The Step2 Company 401k Retirement Plan & Trust is a benefit plan reported by The Step2 Company LLC under EIN 20-4605472 and plan number 001. The latest loaded filing year is 2023. The filing reports 742 participants and $19,791,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Step2 Company LLC
- EIN
- 20-4605472
- Plan number
- 001
- Plan type
- 2
- Location
- Streetsboro, OH
- Latest filing year
- 2023
- Participants
- 742
- End-of-year plan assets
- $19,791,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 742 | H, C | 20241111084356NAL0016276593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,791,195
- Net assets (EOY)
- $19,791,195
- Net assets (BOY)
- $15,735,927
Income & contributions
- Employer contributions
- $760,162
- Participant contributions
- $1,483,577
- Total contributions
- $2,674,300
- Total income / additions
- $5,446,922
Expenses & distributions
- Benefits paid
- $1,328,138
- Administrative expenses
- $63,516
- Total expenses
- $1,391,654
- Net increase / (decrease)
- $4,055,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $33,238 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $24,694 | $0 | 2023 |