How big is Strategas Securities, LLC's plan?

Strategas Securities, LLC's plan reported $9.7M in assets and 49 participants for 2022.

Original filing (PDF)20230522082504NAL0007957089001

Strategas Securities, LLC

Name: Strategas Securities, LLC — Strategas Securities, Form 5500 (2022)
Creator: Strategas Securities, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategas Securities, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Strategas Securities, LLC's Strategas Securities, LLC 401(k) Profit Sharing Plan held $9.7M in plan assets for 49 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

People on this filing

Eileen Gabay signed Strategas Securities, LLC's 2022 Form 5500 as plan administrator.

Eileen Gabay — 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

Strategas Securities, LLC's EIN is 26-2808341.

EIN 26-2808341

Plan number 001

Plan year 2022

ACK ID 20230522082504NAL0007957089001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Strategas Securities, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Strategas Securities, 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 STRATEGAS SECURITIES, LLC.

Finding similar companies…

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