How big is Firststrategic, LLC's plan?

Firststrategic, LLC's plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20250820143427NAL0005781664001

Firststrategic, LLC

Name: Firststrategic, LLC — Firststrategic, LLC 401(k), Form 5500 (2024)
Creator: Firststrategic, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Firststrategic, LLC 401(k) Plan

401(k) retirement plan · Firststrategic, LLC's Firststrategic, LLC 401(k) Plan held $2.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Firststrategic, LLC's EIN is 13-4208735.

EIN 13-4208735

Plan number 001

Plan year 2024

ACK ID 20250820143427NAL0005781664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Firststrategic, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Firststrategic, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRSTSTRATEGIC, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score