Original filing (PDF)20250722104022NAL0001149923012

ASSET STRATEGIES GROUP

Name: ASSET STRATEGIES GROUP — ASSET STRATEGIES GROUP RETIREMENT TRUST, Form 5500 (2024)
Creator: ASSET STRATEGIES GROUP

Form 5500-SF

FILING_RECEIVED

ASSET STRATEGIES GROUP RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSET STRATEGIES GROUP.

Plan sponsor

Name

ASSET STRATEGIES GROUP

EIN

43-1974265

Address

501 W SCHROCK SUITE 201 · WESTERVILLE, OH · 43081

Phone

(614) 212-5180

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

MPMG PROFIT SHARING PLAN

$5.2M · 8 participants

DCVC MANAGEMENT CO, LLC

DCVC MANAGEMENT CO, LLC RETIREMENT PLAN

$5.2M · 34 participants

TRUE WEST MANAGEMENT COMPANY, LLC

TRUE WEST MANAGEMENT COMPANY, LLC RETIREMENT PLAN

$5.2M · 7 participants

SKYKNIGHT CAPITAL, LP

SKYKNIGHT CAPITAL, LP 401(K) PLAN

$5.2M · 31 participants

ENERGY IMPACT PARTNERS LP

ENERGY IMPACT PARTNERS LP CASH BALANCE PLAN