Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEXT STEP REALTY, LLC
EIN 82-2874611real estateLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
38
22 W PADONIA ROAD, SUITE A-100 - TIMONIUM, MD 21093443-901-2200nextsteprealtymd.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 38 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
NEXT STEP REALTY, LLC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NEXT STEP REALTY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$694K
Participants21
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 | NEXT STEP REALTY, LLC CASH BALANCE PLAN | CashBalance | $1.1M | 17 | 2024 | |
| 001 | NEXT STEP REALTY, LLC 401(K) PROFIT SHARING PLAN | 401k | $694K | 21 | 2024 |
Retirement plans