Plan Snapshot
- Plan Sponsor: Important Steps, INC.
- Sponsor EIN: 113693212
- Sponsor Address: 2447 EASTCHESTER RD., BRONX, NY, 10469
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $580,868
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 134 | $580,868 | $0 | $10,443 |
| 2023 | 112 | $717,488 | $30,825 | $0 |
| 2022 | 108 | $581,814 | $0 | $31,326 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ANTHONY CILIBERTI CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | $4,562 | — | — | — | — |
| 2022 | $4,528 | — | — | — | — |