How big is The Adroit Group, LLC's plan?

The Adroit Group, LLC's plan reported $520K in assets and 32 participants for 2024.

Original filing (PDF)20250415083201NAL0003103249001

The Adroit Group, LLC

Name: The Adroit Group, LLC — Strata Health Group 401(k), Form 5500 (2024)
Creator: The Adroit Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strata Health Group 401(k) Plan

401(k) retirement plan · The Adroit Group, LLC's Strata Health Group 401(k) Plan held $520K in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

People on this filing

Vicki Farris signed The Adroit Group, LLC's 2024 Form 5500 as plan administrator.

Vicki Farris — 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

The Adroit Group, LLC's EIN is 36-4834203.

EIN 36-4834203

Plan number 001

Plan year 2024

ACK ID 20250415083201NAL0003103249001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Adroit Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off