How big is Strategic Valuation Group, LLC's plan?

Strategic Valuation Group, LLC's plan reported $2.7M in assets and 12 participants for 2024.

Original filing (PDF)20250927113953NAL0023508562001

Strategic Valuation Group, LLC

Name: Strategic Valuation Group, LLC — Strategic Valuation, Form 5500 (2024)
Creator: Strategic Valuation Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Valuation Group, LLC 401(k) Plan

401(k) retirement plan · Strategic Valuation Group, LLC's Strategic Valuation Group, LLC 401(k) Plan held $2.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Strategic Valuation Group, LLC's EIN is 26-3457762.

EIN 26-3457762

Plan number 001

Plan year 2024

ACK ID 20250927113953NAL0023508562001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Valuation Group, 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 STRATEGIC VALUATION GROUP, 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