Department of Labor filing

STEPPING STONES HEALTHCARE SERVICES, LLC

THE STEPPING STONES GROUP RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 4, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

21filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

Reported employer contributions per active participant.

Higher than about 6% of comparable plans

#People in the filing

14,977

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$50 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 56% of comparable plans

↗Investment performance

Not available

Plan assets changed 28.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202421out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions6th percentileTypical peer $803 · based on 227 comparable plans

Lower reported administrative expense56th percentileTypical peer $54 · based on 242 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, STEPPING STONES HEALTHCARE SERVICES, LLC reported $0 in employer contributions across the plan and 14,977 active participants. That works out to $0 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 25.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context21/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $0
Participant contributions: $20,400,837
Other contributions: $2,355,701
Employer share of reported contributions: 0.0%
Beginning assets: $80,790,322
Ending assets: $104,028,266
Ending net assets: $104,028,266
Ending liabilities: $0
Total income: $35,017,678
Total expenses: $14,791,781
Administrative expenses: $855,603
Participant loans: $1,033,742

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

2023

2024

Plan-paid administrative expenses per participant

2022

$68

2023

$65

2024

$50

Active participants

2022

8,184

2023

15,723

2024

14,977

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$0	14,977	104M	20250904165618NAL0034242546001
2023	$0	15,723	80.8M	20241010165121NAL0034804608001
2022	$0	8,184	57.6M	20231013071759NAL0022249603001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 465522100-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2009
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3B3F3H3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250904165618NAL0034242546001

Data sourceDOL Form 5500 bulk data ↗

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