Next Step Healthcare 401(k) Plan
Sponsored by Next Step Healthcare, Llc · EIN 263581415 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 1,360
- With balances
- 454
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $33,819 |
| Columbia Small Cap Index Instl 2 | Investment management, Shareholder servicing fees | $0 |
| Pgim Total Return Bond R6 | Investment management, Shareholder servicing fees | $0 |
| Carillon Eagle Mid Cap Gr Fd I | Investment management, Shareholder servicing fees | $0 |
| Pimco Income Inst | Investment management, Shareholder servicing fees | $0 |
| American New World R6 | Investment management, Shareholder servicing fees | $0 |
| Mfs Value R6 | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Small Cap Value R6 | Investment management, Shareholder servicing fees | $0 |
| Fidelity Intl Enhanced Index | Investment management, Shareholder servicing fees | $0 |
| American Century Sm Cap Growth R6 | Investment management, Shareholder servicing fees | $0 |