How big is Strategic Insight Group's plan?

Strategic Insight Group's plan reported $825K in assets and 1 participants for 2024.

Original filing (PDF)20250815131600NAL0012867296001

Strategic Insight Group

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

Form 5500-SF

FILING_RECEIVED

Strategic Insight Group 401(k) Plan

401(k) retirement plan · Strategic Insight Group's Strategic Insight Group 401(k) Plan held $825K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

People on this filing

JEFF Jacobson signed Strategic Insight Group's 2024 Form 5500 as plan administrator.

JEFF Jacobson — 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

Strategic Insight Group's EIN is 30-0774571.

EIN 30-0774571

Plan number 001

Plan year 2024

ACK ID 20250815131600NAL0012867296001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Insight Group's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

STRATEGIC INSIGHT GROUP

EIN

all filings

Address

250 W. SPRING STREET, UNIT 1215 · COLUMBUS, OH · 43215

Phone

(614) 949-2713

Industry

Professional & Technical Services

Plan administrator