· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STRAN & COMPANY, INC. — STRAN & COMPANY, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015091547NAL0008800738001
STRAN & COMPANY, INC.
Form 5500-SF
FILING_RECEIVED
STRAN & COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
116
Accounts w/ balance
89
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STRAN & COMPANY, INC.
.
Find decision makers
Plan sponsor
Name
STRAN & COMPANY, INC.
EIN
04-3297200
Address
2 HERITAGE DRIVE · QUINCY, MA · 02171
Phone
(617) 405-5232
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
LEAD SURGE, LLC
LEAD SURGE, LLC 401(K) PLAN
$3.7M · 30 participants
DIRECT RESPONSE ASSOCIATES, LLC
DIRECT RESPONSE ASSOCIATES 401(K) PROFIT SHARING PLAN
$3.7M · 6 participants
HUNTER METAL INDUSTRIES, INC.
HUNTER DISPLAY 401(K) PROFIT SHARING PLAN
$3.7M · 33 participants
SMANYC, INC.
SMANYC, INC. 401(K) RETIREMENT PLAN
$3.7M · 11 participants
SALTWATER ADVERTISING, LLC
SALTWATER ADVERTISING, LLC 401(K) PLAN
$3.7M · 39 participants
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ODNEY, INC.
ODNEY, INC. 401K
$3.7M · 32 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
