How big is Strategy, LLC's plan?

Strategy, LLC's plan reported $92K in assets and 16 participants for 2024.

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Original filing (PDF)20250624095129NAL0007124321001

Strategy, LLC

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

Form 5500-SF

FILING_RECEIVED

Strategy, LLC

401(k) retirement plan · Strategy, LLC held $92K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$92K

Net assets (EOY)

$88K

People on this filing

Edward Roche signed Strategy, LLC's 2024 Form 5500 as plan administrator.

Edward Roche — 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

Strategy, LLC's EIN is 45-1099454.

EIN 45-1099454

Plan number 001

Plan year 2024

ACK ID 20250624095129NAL0007124321001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategy, 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 STRATEGY, 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