Step Up On Second, Inc. 403(b) Retirement Plan
Sponsored by Step Up On Second Street, Inc. · EIN 954109386 · Plan #002
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 456
- With balances
- 226
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Valic | Custodial (securities), Legal, Other services | $17,353 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $6.9M | 456 | ack 20251021170333NAL0001619872001 |
| 01/01/2021 | $4.1M | 340 | ack 20251003134338NAL0001470145001 |
| 01/01/2020 | $3.0M | 366 | ack 20251003134524NAL0000838515001 |
| 01/01/2019 | $2.3M | 295 | ack 20251003134711NAL0000839651001 |
| 01/01/2018 | $1.5M | 185 | ack 20251003134847NAL0000887235001 |