Plan Snapshot
- Plan Sponsor: One Step Up, Ltd
- Sponsor EIN: 133158610
- Sponsor Address: 1412 BROADWAY FL 3, NEW YORK, NY, 100183372
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $28.9M
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 | 173 | $28.9M | $322,710 | $1.4M |
| 2023 | 168 | $23.9M | $322,000 | $1.4M |
| 2022 | 177 | $20.4M | $312,868 | $1.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $111,082 | — | $111,082 | — | — |
| 2023 | $93,864 | — | $93,864 | — | — |
| 2022 | $90,983 | — | $90,983 | — | — |