How big is FED Savvy Strategies, LLC's plan?

FED Savvy Strategies, LLC's plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250609210544NAL0041716514001

FED Savvy Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

FED Savvy Strategies, LLC 401(k) Plan

401(k) retirement plan · FED Savvy Strategies, LLC's FED Savvy Strategies, LLC 401(k) Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Brian E. Lindholm signed FED Savvy Strategies, LLC's 2024 Form 5500 as plan administrator.

Brian E. Lindholm — 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

FED Savvy Strategies, LLC's EIN is 45-5292342.

EIN 45-5292342

Plan number 001

Plan year 2024

ACK ID 20250609210544NAL0041716514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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