# Step Forward 403(b) Plan
Source: https://planprovider.pro/companies/step-forward-403b-plan

> Step Forward's 403(b) plan: 315 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$27,245|—|$27,245|

| M2B RETIREMENT CONSULTING, LLC|OTHER SERVICES|—|$7,698|$7,698|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,943

- **Estimated Expense Ratio:** 0.162% of plan assets

### 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|—|—|

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