How big is Strategic Treasurer LLC's plan?

Strategic Treasurer LLC's plan reported $1.3M in assets and 29 participants for 2024.

Original filing (PDF)20250821164042NAL0004356369001

Strategic Treasurer LLC

Name: Strategic Treasurer LLC — Form 5500 (2024)
Creator: Strategic Treasurer LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Strategic Treasurer LLC held $1.3M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Craig Jeffery signed Strategic Treasurer LLC's 2024 Form 5500 as plan administrator.

Craig Jeffery — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Strategic Treasurer LLC's EIN is 20-1674584.

EIN 20-1674584

Plan number 001

Plan year 2024

ACK ID 20250821164042NAL0004356369001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Treasurer LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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