Plan Snapshot
- Plan Sponsor: Stepping Stones Healthcare Services, LLC
- Sponsor EIN: 465522100
- Sponsor Address: 184 HIGH STREET, SUITE 701, BOSTON, MA, 02111
- Plan Type: 401(k)
- Total Participants: 14,977
- Total Assets: $104.0M
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 | 14,977 | $104.0M | $0 | $20.4M |
| 2023 | 15,723 | $80.8M | $0 | $17.1M |
| 2022 | 8,184 | $57.6M | $0 | $13.8M |
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 |
|---|---|---|---|---|
| PLANTE MORAN PLLC | 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 | $855,603 | $259,136 | — | — | — |
| 2023 | $674,635 | $149,130 | — | — | — |
| 2022 | $564,488 | — | — | — | — |