Step Forward 403(b) Retirement Plan
Sponsored by Step Forward · EIN 340965350 · Plan #002
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 315
- With balances
- 438
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,245 |
| M2 B Retirement Consulting, Llc | Other services, Other fees | $0 |