Original filing (PDF)20251013111615NAL0001809088001

G STRATEGIES, LLC

Name: G STRATEGIES, LLC — BRIGHT FUTURE 401(K) PLAN, Form 5500 (2024)
Creator: G STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

BRIGHT FUTURE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G STRATEGIES, LLC.

Plan sponsor

Name

G STRATEGIES, LLC

EIN

27-4707546

Address

311 E. ERIE STREET · UNIT 319 · MILWAUKEE, WI · 53202

Phone

(608) 692-0195

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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