Plan Snapshot
- Plan Sponsor: In S.T.E.P.P.S., INC.
- Sponsor EIN: 800582908
- Sponsor Address: 3652 MICHELSON DR, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 66 | $2.9M | $89,677 | $177,026 |
| 2023 | 77 | $2.5M | $94,602 | $194,666 |
| 2022 | 87 | $1.9M | $120,539 | $254,947 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
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 | $31,561 | — | $31,561 | — | — |
| 2023 | $24,160 | — | $24,160 | — | — |
| 2022 | $16,420 | — | $16,420 | — | — |