How big is Strategy Financial Group's plan?

Strategy Financial Group's plan reported $7K in assets and 13 participants for 2024.

Original filing (PDF)20251014130026NAL0004026592001

Strategy Financial Group

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

Form 5500-SF

FILING_RECEIVED

Strategy Financial Group 401(k) Retirement Plan

401(k) retirement plan · Strategy Financial Group's Strategy Financial Group 401(k) Retirement Plan held $7K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Kelly Moore signed Strategy Financial Group's 2024 Form 5500 as plan administrator.

Kelly Moore — 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

Strategy Financial Group's EIN is 27-1953307.

EIN 27-1953307

Plan number 001

Plan year 2024

ACK ID 20251014130026NAL0004026592001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategy Financial Group'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 STRATEGY FINANCIAL 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