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THE STRATEGY GROUP INC. 401(k) Plan

What public Form 5500 filings show about the THE STRATEGY GROUP INC. 401(k) plan — and how to find and check your own account.

Plan assets
$2.6M
Participants
2
Plans on file
1

The THE STRATEGY GROUP INC. 401(k) on its latest Form 5500

THE STRATEGY GROUP INC. (EIN 84-1571750) reports THE STRATEGY GROUP INC. PROFIT SHARING PLAN on its most recent Form 5500, with $2.6M in plan assets across 2 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 THE STRATEGY GROUP INC. filing — schedules, fees, and providers.

Who runs the THE STRATEGY GROUP INC. 401(k)?

THE STRATEGY GROUP INC.’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 THE STRATEGY GROUP INC.HR for the recordkeeper’s name and login.

How to check your THE STRATEGY GROUP INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask THE STRATEGY GROUP INC. 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).
More on this employer: THE STRATEGY GROUP INC. — all Form 5500 filings (EIN 84-1571750) · Colorado employer EIN lookup · Form 5500 search
THE STRATEGY GROUP INC. 401(k) Plan — Form 5500