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  1. Companies/
  2. Next Step Retirement & Insurance SE

Filings through Oct 24, 2026.

Next Step Retirement & Insurance SE

EIN 83-3685122-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$768K assets
Health & Benefits
0
Participants
3
1600 S MAIN ST STE 125 - WALNUT CREEK, CA 945965381925-420-4602
Plans on this EIN
1 filing
#001401(k)-$768K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

NSR EMPLOYEE SAVINGS PLAN

401(k)

Assets$768K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NSR EMPLOYEE SAVINGS PLAN401(k)$768K32025
  • NSR EMPLOYEE SAVINGS PLAN$768K
    #001 · 401(k) · 20253
Retirement plans
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