What public Form 5500 filings show about the Strategy Squad Insurance Services, LLC d/b/a Strategy Squad 401(k) plan — and how to find and check your own account.
Strategy Squad Insurance Services, LLC d/b/a Strategy Squad (EIN 81-4012028) reports STRATEGY SQUAD 401(K) PLAN on its most recent Form 5500, with $30K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Strategy Squad Insurance Services, LLC d/b/a Strategy Squad filing — schedules, fees, and providers.
Strategy Squad Insurance Services, LLC d/b/a Strategy Squad’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Strategy Squad Insurance Services, LLC d/b/a Strategy SquadHR for the recordkeeper’s name and login.
