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Sponsor portfolio

STEP 1 DEZIGNS

EIN 33-0701069-wholesale-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
630 TERMINAL WAY - COSTA MESA, CA 92627949-270-0250step1dezigns.comLinkedIn1-10 employeeswholesale
Plans on this EIN
2 filings
#001CashBalance-$1.3M - 5 part#002ProfitSharing-$388K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#001)76%
  • PROFIT SHARING PLAN (#002)24%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)5
  • PROFIT SHARING PLAN (#002)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STEP 1 DEZIGNS CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STEP 1 DEZIGNS PROFIT SHARING PLAN

ProfitSharing

Assets$388K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEP 1 DEZIGNS CASH BALANCE PLANCashBalance$1.3M52025
002STEP 1 DEZIGNS PROFIT SHARING PLANProfitSharing$388K52025
Retirement plans
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