Nextep 401(k) Retirement Savings Plan
Sponsored by 899210 01 Nextep, Inc. · EIN 731543198 · Plan #333
- Total assets
- $566M
- Net assets
- $566M
- Active participants
- 16,913
- With balances
- 9,824
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Company | Recordkeeping fees | $2,243,314 |
| Nextep Inc | Plan administrator | $506,181 |
| Empower Advisory Group, Llc | Investment management | $64,015 |
| Mmlis | Other commissions | $0 |