Street Level Strategy, LLC 401(k) Plan

The Street Level Strategy, LLC 401(k) on its latest Form 5500

Street Level Strategy, LLC (EIN 81-3528102) reports STREET LEVEL STRATEGY 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.7M in plan assets across 11 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 Street Level Strategy, LLC filing — schedules, fees, and providers.

Who runs the Street Level Strategy, LLC 401(k)?

Street Level Strategy, LLC’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 Street Level Strategy, LLCHR for the recordkeeper’s name and login.

How to check your Street Level Strategy, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Street Level Strategy, LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).