Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIRST STEPS, INC.
EIN 62-0674974individual & family servicesLatest filing 2025
Plans
3
Retirement
3
$838K assets
Welfare
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 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#003
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FIRST STEPS, INC.
401k
Assets$822K
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIRST STEPS, INC.
401k
Assets$11K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
403b
Assets$5K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FIRST STEPS, INC. | 401k | $822K | 47 | 2025 | |
| 002 | FIRST STEPS, INC. | 401k | $11K | 10 | 2025 | |
| 004 | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | 403b | $5K | 4 | 2025 |
Retirement plans