How big is Education Strategy Group, LLC's plan?

Education Strategy Group, LLC's plan reported $2.5M in assets and 40 participants for 2024.

Original filing (PDF)20250911121503NAL0000726176001

Education Strategy Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Education Strategy Group, LLC 401(k) Plan

401(k) retirement plan · Education Strategy Group, LLC's Education Strategy Group, LLC 401(k) Plan held $2.5M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Education Strategy Group, LLC's EIN is 46-0907884.

EIN 46-0907884

Plan number 001

Plan year 2024

ACK ID 20250911121503NAL0000726176001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Education Strategy Group, 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 EDUCATION STRATEGY GROUP, 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