# Step Up On Second Street, INC. 401(k) Plan
Source: https://planprovider.pro/companies/step-up-on-second-street-inc-401k-plan

> Step Up On Second Street, INC.'s 401(k) plan: 456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Step Up On Second Street, INC.

- **Sponsor EIN:** 954109386

- **Sponsor Address:** 1328 2ND ST, SANTA MONICA, CA, 90401

- **Plan Type:** 401(k)

- **Total Participants:** 456

- **Total Assets:** $6.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|456|$6.9M|$222,120|$740,548|

| 2023|462|$5.4M|$199,911|$668,859|

| 2022|389|$3.6M|$173,266|$624,529|

| 2021|340|$4.1M|$0|$0|

| 2020|366|$3.0M|$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|

| VALIC|RECORDKEEPER FINANCIAL|$17,353|—|$17,353|

| WINDES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VALIC](https://planprovider.pro/provider/corebridge-financial) — RECORDKEEPER FINANCIAL

- [WINDES](https://planprovider.pro/provider/windes-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,353

- **Estimated Expense Ratio:** 0.251% 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|$17,353|—|$17,353|—|—|

| 2023|$690|—|$690|—|—|

| 2022|$462|—|—|—|$462|

| 2021|$589|$589|—|—|—|

| 2020|$383|$383|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/step-up-on-second-street-inc-401k-plan)

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