The Step Program, Inc. 401(k) Profit Sharing Plan
Sponsored by Strategies To Empower People, Inc. (S.T.E.P.) · EIN 680361600 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 176
- With balances
- 0
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc. | Investment advisory (plan) | $25,308 |
| Pentegra Services Inc. | Contract administrator | $16,825 |
| Empower Life Annuity Insurance | Recordkeeping fees | $16,536 |