· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STRATEGIC OFFSITES GROUP, INC. — STRATEGIC OFFSITES GROUP, INC. 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250731104419NAL0002990995001
STRATEGIC OFFSITES GROUP, INC.
Form 5500-SF
FILING_RECEIVED
STRATEGIC OFFSITES GROUP, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
16
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STRATEGIC OFFSITES GROUP, INC.
.
Find decision makers
Plan sponsor
Name
STRATEGIC OFFSITES GROUP, INC.
EIN
26-3921780
Address
25 BRACKETT ROAD · NEWTON, MA · 02458
Phone
(617) 266-8711
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
INTERACTION ASSOCIATES, INC.
INTERACTION ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN
$5.1M · 14 participants
3QC INC
3QC INC 401K PROFIT SHARING PLAN
$5.1M · 18 participants
ENERGY OPERATIONS MANAGEMENT INC
ENERGY OPERATIONS MANAGEMENT INC 401K PLAN
$5.1M · 13 participants
AGAPE STRATEGIES LLC
AGAPE STRATEGIES LLC CASH BALANCE PLAN
$5.1M · 5 participants
KU RESOURCES, INC.
KU RESOURCES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.1M · 61 participants
SEPPS LAND USE CONSULTING INC.
SEPPS LAND USE CONSULTING INC 401(K) PLAN
$5.1M · 11 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
