How big is Retirement Strategy Group's plan?

Retirement Strategy Group's plan reported $217K in assets and 5 participants for 2024.

Original filing (PDF)20250708092604NAL0002561411001

Retirement Strategy Group

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

Form 5500-SF

FILING_RECEIVED

Retirement Strategy Group 401(k) Plan

401(k) retirement plan · Retirement Strategy Group's Retirement Strategy Group 401(k) Plan held $217K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

Plan identifiers

Retirement Strategy Group's EIN is 27-3721492.

EIN 27-3721492

Plan number 001

Plan year 2024

ACK ID 20250708092604NAL0002561411001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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