How big is KORU Strategy Group LLC's plan?

KORU Strategy Group LLC's plan reported $253K in assets and 1 participants for 2025.

Original filing (PDF)20260406220147NAL0014561746065

KORU Strategy Group LLC

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

Form 5500-SF

FILING_RECEIVED

KORU Strategy Group LLC 401(k) Plan

401(k) retirement plan · KORU Strategy Group LLC's KORU Strategy Group LLC 401(k) Plan held $253K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

People on this filing

Elantha Barry signed KORU Strategy Group LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

KORU Strategy Group LLC's EIN is 36-4922126.

EIN 36-4922126

Plan number 001

Plan year 2025

ACK ID 20260406220147NAL0014561746065

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

KORU Strategy Group 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 KORU STRATEGY GROUP 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

KORU STRATEGY GROUP LLC

EIN

all filings

Address

517 BOSTON POST RD · 633 · SUDBURY, MA · 017767627

Phone

(617) 299-9650

Industry

Professional & Technical Services

Plan administrator