How big is Relocation Strategies, Inc.'s plan?

Relocation Strategies, Inc.'s plan reported $384K in assets and 3 participants for 2024.

Original filing (PDF)20250718122824NAL0001777793001

Relocation Strategies, Inc.

Name: Relocation Strategies, Inc. — Relocation Strategies, Form 5500 (2024)
Creator: Relocation Strategies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Relocation Strategies, Inc. 401(k) Plan

401(k) retirement plan · Relocation Strategies, Inc.'s Relocation Strategies, Inc. 401(k) Plan held $384K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

People on this filing

Marcus Bowie signed Relocation Strategies, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Relocation Strategies, Inc.'s EIN is 25-5538413.

EIN 25-5538413

Plan number 002

Plan year 2024

ACK ID 20250718122824NAL0001777793001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Relocation Strategies, Inc.'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 RELOCATION STRATEGIES, INC.

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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 (97th percentile).

Plan sponsor

Name

RELOCATION STRATEGIES, INC

EIN

all filings

Address

7222 SHADELAND AVE SUITE 170 · INDIANAPOLIS, IN · 46250

Phone

(317) 202-0000

Industry

Professional & Technical Services

Plan administrator