Original filing (PDF)20250729190032NAL0001547043001

STRATEGENCE CAPITAL LLC

Name: STRATEGENCE CAPITAL LLC — STRATEGENCE CAPITAL LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: STRATEGENCE CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

STRATEGENCE CAPITAL LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 STRATEGENCE CAPITAL LLC.

Plan sponsor

Name

STRATEGENCE CAPITAL LLC

EIN

45-4729354

Address

10406 STATE ROUTE 118 · VAN WERT, OH · 45891

Phone

(419) 232-2213

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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CERRO PACIFIC WEALTH ADVISORS

CERRO PACIFIC WEALTH ADVISORS 401(K) PLAN

$3.9M · 5 participants

JOSHUA MASSEY

JOSHUA MASSEY PROFIT SHARING PLAN

$3.9M · 3 participants

BRAZIEL & ASSOCIATES, LLC

BRAZIEL & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

$3.9M · 2 participants

SUMMIT PRIVATE INVESTMENTS, INC.

SUMMIT PRIVATE INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

$3.9M · 4 participants

ADVANCED CAPITAL GROUP

ACG 401(K) PLAN

$3.8M · 23 participants