How big is Strategi Consulting LLC's plan?

Strategi Consulting LLC's plan reported $1.3M in assets and 15 participants for 2024.

Original filing (PDF)20250618112609NAL0005645858001

Strategi Consulting LLC

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

Form 5500-SF

FILING_RECEIVED

Strategi Consulting LLC Plan

401(k) retirement plan · Strategi Consulting LLC's Strategi Consulting LLC Plan held $1.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

AMY TONG signed Strategi Consulting LLC's 2024 Form 5500 as plan administrator.

AMY TONG — 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

Strategi Consulting LLC's EIN is 26-3790116.

EIN 26-3790116

Plan number 001

Plan year 2024

ACK ID 20250618112609NAL0005645858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategi Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategi Consulting 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 STRATEGI CONSULTING 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 (88th percentile).

Plan sponsor

Name

STRATEGI CONSULTING LLC

EIN

all filings

Address

5425 WISCONSIN AVENUE SUITE 600 · CHEVY CHASE, MD · 20815

Phone

(240) 486-1649

Industry

Professional & Technical Services

Plan administrator