Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Stepping Stones Early Intervention Inc.
EIN 42-1638870medical practiceLatest filing 2025
Plans
2
Retirement
2
$896K assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $896K assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEPPING STONES EARLY INTERVENTION INC. CASH BALANCE PENSION PLAN
Cash balance
Assets$887K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEPPING STONES EARLY INTERVENTION INC. RETIREMENT PLAN
Profit-sharing
Assets$9K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEPPING STONES EARLY INTERVENTION INC. CASH BALANCE PENSION PLAN | Cash balance | $887K | 4 | 2025 | |
| 001 | STEPPING STONES EARLY INTERVENTION INC. RETIREMENT PLAN | Profit-sharing | $9K | 4 | 2025 |
Retirement plans