# In S.T.E.P.P.S., INC. 401(k) Plan
Source: https://planprovider.pro/companies/in-s-t-e-p-p-s-inc-401k-plan

> In S.T.E.P.P.S., INC.'s 401(k) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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