How big is Event Strategy Group, Ltd.'s plan?

Event Strategy Group, Ltd.'s plan reported $3.9M in assets and 31 participants for 2024.

Original filing (PDF)20250616110246NAL0002110674001

Event Strategy Group, Ltd.

Name: Event Strategy Group, Ltd. — Event Strategy Group, Form 5500 (2024)
Creator: Event Strategy Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Event Strategy Group 401(k) Savings Plan

401(k) retirement plan · Event Strategy Group, Ltd.'s Event Strategy Group 401(k) Savings Plan held $3.9M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Michele Richert signed Event Strategy Group, Ltd.'s 2024 Form 5500 as plan administrator.

Michele Richert — 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

Event Strategy Group, Ltd.'s EIN is 23-3041148.

EIN 23-3041148

Plan number 001

Plan year 2024

ACK ID 20250616110246NAL0002110674001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Event Strategy Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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