How big is Asset Strategies Group's plan?

Asset Strategies Group's plan reported $5.2M in assets and 84 participants for 2024.

Original filing (PDF)20250722104022NAL0001149923012

Asset Strategies Group

Name: Asset Strategies Group — Asset Strategies Group, Form 5500 (2024)
Creator: Asset Strategies Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Asset Strategies Group Retirement Trust

401(k) retirement plan · Asset Strategies Group's Asset Strategies Group Retirement Trust held $5.2M in plan assets for 84 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

KAY Lavelle signed Asset Strategies Group's 2024 Form 5500 as plan administrator.

KAY Lavelle — 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

Asset Strategies Group's EIN is 43-1974265.

EIN 43-1974265

Plan number 001

Plan year 2024

ACK ID 20250722104022NAL0001149923012

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Asset Strategies Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Asset Strategies Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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