# Step By Step, INC. DC Plan
Source: https://planprovider.pro/companies/step-by-step-inc-plan-001

> Step By Step, INC.'s DC plan: 1,333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Step By Step, INC.

- **Sponsor EIN:** 232053563

- **Sponsor Address:** 744 KIDDER STREET, WILKES BARRE, PA, 18702

- **Plan Type:** DC

- **Total Participants:** 1,333

- **Total Assets:** $21.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,333|$21.4M|$0|$0|

| 2023|1,198|$19.3M|$0|$0|

## 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|

| BAKER TILLY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|$26,195|—|$26,195|—|—|

| 2023|$37,984|$8,637|$10,027|—|—|

## Similar Plans

- [Quality Life Services](https://planprovider.pro/companies/quality-life-services-401k-plan) — 1,249 participants

- [Lutheran Seniorlife/Passavant Retirement & Health Center](https://planprovider.pro/companies/lutheran-seniorlife-passavant-retirement-health-center-403b-plan-002) — 1,233 participants

- [Dr.Gertrude A. Barber Center, INC](https://planprovider.pro/companies/dr-gertrude-a-barber-center-inc-401k-plan) — 1,176 participants

- [The Kendal Corporation](https://planprovider.pro/companies/the-kendal-corporation-plan-004) — 1,068 participants

- [Willow Valley Communities](https://planprovider.pro/companies/willow-valley-communities-401k-plan) — 1,041 participants

- [Remed Holdings, LLC](https://planprovider.pro/companies/remed-holdings-llc-401k-plan) — 1,041 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/step-by-step-inc-plan-001)

© 2026 PlanProvider.Pro