How big is Benefit Strategy Partners, LLC's plan?

Benefit Strategy Partners, LLC's plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20251015002447NAL0001855987001

Benefit Strategy Partners, LLC

Name: Benefit Strategy Partners, LLC — Benefit Strategy, Form 5500 (2024)
Creator: Benefit Strategy Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benefit Strategy Partners, LLC 401(k) Plan

401(k) retirement plan · Benefit Strategy Partners, LLC's Benefit Strategy Partners, LLC 401(k) Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Benefit Strategy Partners, LLC's EIN is 20-5051605.

EIN 20-5051605

Plan number 002

Plan year 2024

ACK ID 20251015002447NAL0001855987001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Benefit Strategy Partners, 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 BENEFIT STRATEGY PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

BENEFIT STRATEGY PARTNERS, LLC

EIN

all filings

Address

100 CUMMINGS CENTER SUITE 441-P · BEVERLY, MA · 01915

Phone

(781) 832-5086

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator