Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $5.7M assets / 165 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE NEXT STEP PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION PLAN 330245 | 403(b) | $5.5M | 134 | 2025 |
| #002 | THE NEXT STEP PUBLIC CHARTER SCHOOL 403(B) | 403(b) | $194K | 31 | 2025 |