How big is Retail Strategies, LLC's plan?

Retail Strategies, LLC's plan reported $1.3M in assets and 59 participants for 2024.

Original filing (PDF)20250924105606NAL0008041856001

Retail Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

Retail Strategies, LLC 401(k) Plan

401(k) retirement plan · Retail Strategies, LLC's Retail Strategies, LLC 401(k) Plan held $1.3M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Walter Monroe signed Retail Strategies, LLC's 2024 Form 5500 as plan administrator.

Walter Monroe — 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

Retail Strategies, LLC's EIN is 45-3477728.

EIN 45-3477728

Plan number 001

Plan year 2024

ACK ID 20250924105606NAL0008041856001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Retail Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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