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RETAIL STRATEGIES GROUP, INC. — RETAIL STRATEGIES GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260121191703NAL0005202400001
RETAIL STRATEGIES GROUP, INC.
Form 5500-SF
FILING_RECEIVED
RETAIL STRATEGIES GROUP, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RETAIL STRATEGIES GROUP, INC.
.
Find decision makers
Plan sponsor
Name
RETAIL STRATEGIES GROUP, INC.
EIN
33-0812589
Address
1300 DOVE STREET, SUITE 150 · NEWPORT BEACH, CA · 92660
Phone
(949) 640-6678
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-01-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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