The Step2 Company 401 K Retirement Plan & Trust
Sponsored by The Step2 Company Llc · EIN 204605472 · Plan #001
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 706
- With balances
- 499
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $69,961 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $42,140 |