How big is Strategenius LLC's plan?

Strategenius LLC's plan reported $114K in assets and 7 participants for 2024.

Original filing (PDF)20250716132352NAL0001979539001

Strategenius LLC

Name: Strategenius LLC — Strategenius LLC 401(k) Plan, Form 5500 (2024)
Creator: Strategenius LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategenius LLC 401(k) Plan

401(k) retirement plan · Strategenius LLC's Strategenius LLC 401(k) Plan held $114K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$114K

Net assets (EOY)

$114K

People on this filing

Shirley Horner signed Strategenius LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Strategenius LLC's EIN is 30-0596993.

EIN 30-0596993

Plan number 001

Plan year 2024

ACK ID 20250716132352NAL0001979539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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