The Stepping Stones Group Retirement Plan — Form 5500 plan (Stepping Stones Healthcare Services, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Stepping Stones Group Retirement Plan is a benefit plan reported by Stepping Stones Healthcare Services, LLC under EIN 46-5522100 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,302 participants and $80,790,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stepping Stones Healthcare Services, LLC
- EIN
- 46-5522100
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 10,302
- End-of-year plan assets
- $80,790,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,302 | H, C | 20241010165121NAL0034804608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,790,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,790,322
- Net assets (BOY)
- $57,612,625
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $17,061,316
- Total contributions
- $18,224,795
- Total income / additions
- $30,540,717
Expenses & distributions
- Benefits paid
- $10,840,446
- Administrative expenses
- $674,635
- Total expenses
- $11,535,065
- Net increase / (decrease)
- $19,005,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $525,505 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $107,086 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $42,044 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stepping Stones Healthcare Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation