Original filing (PDF)20250424170121NAL0017052994001

STRADA INVESTMENT GROUP II DBA STRADA INVESTMENT GROUP

Name: STRADA INVESTMENT GROUP II DBA STRADA INVESTMENT GROUP — STRADA INVESTMENT GROUP RETIREMENT TRUST, Form 5500 (2024)
Creator: STRADA INVESTMENT GROUP II DBA STRADA INVESTMENT GROUP

Form 5500-SF

FILING_RECEIVED

STRADA INVESTMENT GROUP RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRADA INVESTMENT GROUP II DBA STRADA INVESTMENT GROUP.

Plan sponsor

Name

STRADA INVESTMENT GROUP II DBA STRADA INVESTMENT GROUP

EIN

27-4025750

Address

201 SPEAR STREET · SUITE 1650 · SAN FRANCISCO, CA · 941056138

Phone

(415) 622-5152

Industry

Real Estatesee 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

2025-04-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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