How big is Wealth Strategy Group's plan?

Wealth Strategy Group's plan reported $153K in assets and 8 participants for 2024.

Original filing (PDF)20250717111235NAL0000157841001

Wealth Strategy Group

Name: Wealth Strategy Group — Wealth Strategy Group 401(k), Form 5500 (2024)
Creator: Wealth Strategy Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Strategy Group 401(k) Plan

401(k) retirement plan · Wealth Strategy Group's Wealth Strategy Group 401(k) Plan held $153K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

People on this filing

Tammy Julian signed Wealth Strategy Group's 2024 Form 5500 as plan administrator.

Tammy Julian — 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

Wealth Strategy Group's EIN is 26-3992848.

EIN 26-3992848

Plan number 001

Plan year 2024

ACK ID 20250717111235NAL0000157841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealth Strategy Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Strategy Group's plan includes a default investment (QDIA), automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTH STRATEGY GROUP.

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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