Assets by plan
Share of aggregate retirement assets
Filings through .
First Steps, Inc.
EIN 62-0674974individual & family servicesLatest filing 2025
Plans
3
Retirement
3
$838K assets
Health & Benefits
0
Participants
61
1900 GRAYBAR LN - NASHVILLE, TN 372152110615-690-3091firststepsnashville.orgLinkedIn11-50 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $838K assets / 61 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FIRST STEPS, INC.
401(k)
Assets$822K
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FIRST STEPS, INC.
401(k)
Assets$11K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
403(b)
Assets$5K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FIRST STEPS, INC. | 401(k) | $822K | 47 | 2025 |
| #002 | FIRST STEPS, INC. | 401(k) | $11K | 10 | 2025 |
| #004 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | 403(b) | $5K | 4 | 2025 |
- #003 · 401(k) · 202547
- #002 · 401(k) · 202510
- #004 · 403(b) · 20254
Retirement plans