Plan Snapshot
- Plan Sponsor: Step Forward
- Sponsor EIN: 340965350
- Sponsor Address: 1801 SUPERIOR AVENUE, CLEVELAND, OH, 441142135
- Plan Type: 403(b)
- Total Participants: 315
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 315 | $21.5M | $1.2M | $681,351 |
| 2023 | 357 | $21.9M | $1.2M | $620,969 |
| 2022 | 339 | $20.0M | $1.1M | $603,022 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $27,245 | — | $27,245 | — | — |
| 2023 | $24,010 | — | $24,010 | — | — |
| 2022 | $31,784 | — | $31,784 | — | — |