AUMdb

Retirement Plan For Employees Of Step By Step, Inc

Sponsored by Step By Step, Inc. · EIN 232053563 · Plan #001

Total assets
$23.8M
Net assets
$23.8M
Active participants
1,358
With balances
1,231

Plan year beginning 07/01/2024 · 401(k)

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
Empower Annuity Insurance Company Recordkeeping fees $83,033
Empower Annuity Insurance Company Investment management $4,089
The Paragon Alliance Group, Llc Contract administrator $0
Tbs Agency Inc Other commissions $0