How big is Health Strategy, LLC's plan?

Health Strategy, LLC's plan reported $15.7M in assets and 57 participants for 2024.

Original filing (PDF)20250623083653NAL0003616019001

Health Strategy, LLC

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

Form 5500-SF

FILING_RECEIVED

Health Strategy 401(k) Plan

401(k) retirement plan · Health Strategy, LLC's Health Strategy 401(k) Plan held $15.7M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.7M

Net assets (EOY)

$15.7M

People on this filing

Lauren Cabay signed Health Strategy, LLC's 2024 Form 5500 as plan administrator.

Lauren Cabay — 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

Health Strategy, LLC's EIN is 20-4944393.

EIN 20-4944393

Plan number 001

Plan year 2024

ACK ID 20250623083653NAL0003616019001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off