Step Up Suncoast 403(b) match, vesting and fees
What Step Up Suncoast's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Thomas Howell Ferguson, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Step Up Suncoast: employer contribution per participant | $3,369 | |
| Peer median | $1,803 |
| Step Up Suncoast: average balance | $31,695 | |
| Peer median | $48,934 |
| Step Up Suncoast: admin expenses ÷ assets | 0.67% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.5M at the end of plan year 2021 to $7.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 253 | $7.5M | $795K | $3,369 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 255 | $6.3M | $715K | $3,177 | 0.81% | Not published | Form 5500 ↗ |
| 2022 | 259 | $5.1M | $658K | $2,542 | 1.03% | Not published | Form 5500 ↗ |
| 2021 | 264 | $6.5M | $689K | $2,813 | 1.11% | Not published | Form 5500 ↗ |
Common questions
Does Step Up Suncoast match 401(k) contributions?
The match terms for the Step Up Suncoast, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $795K in employer contributions, about $3,369 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Step Up Suncoast 401(k) match vested?
The vesting schedule for the Step Up Suncoast, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Step Up Suncoast 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Step Up Suncoast, Inc..
I left Step Up Suncoast. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Step Up Suncoast, Inc., (941) 827-2887) or the recordkeeper, Principal Life Insurance Company. The Step Up Suncoast old 401(k) page lists the contacts from every plan filing. Find an old Step Up Suncoast 401(k)
Data from the public Form 5500 annual reports Step Up Suncoast filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Step Up Suncoast. Not financial advice. Report a correction · Methodology