How big is Informed Strategy Group LLC's plan?

Informed Strategy Group LLC's plan reported $55K in assets and 7 participants for 2025.

Original filing (PDF)20260429075114NAL0016385536001

Informed Strategy Group LLC

Name: Informed Strategy Group LLC — Informed Strategy, Form 5500 (2025)
Creator: Informed Strategy Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Informed Strategy Group LLC 401(k) Plan

401(k) retirement plan · Informed Strategy Group LLC's Informed Strategy Group LLC 401(k) Plan held $55K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

People on this filing

Jared Porter signed Informed Strategy Group LLC's 2025 Form 5500 as plan administrator.

Jared Porter — 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

Informed Strategy Group LLC's EIN is 33-1548365.

EIN 33-1548365

Plan number 001

Plan year 2025

ACK ID 20260429075114NAL0016385536001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Informed Strategy Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off