How big is 270 Strategies, LLC's plan?

270 Strategies, LLC's plan reported $2.2M in assets and 7 participants for 2024.

Original filing (PDF)20250801054807NAL0015155458001

270 Strategies, LLC

Name: 270 Strategies, LLC — 270 Strategies 401(k) Plan, Form 5500 (2024)
Creator: 270 Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

270 Strategies 401(k) Plan

401(k) retirement plan · 270 Strategies, LLC's 270 Strategies 401(k) Plan held $2.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Allison Belville signed 270 Strategies, LLC's 2024 Form 5500 as plan administrator.

Allison Belville — 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

270 Strategies, LLC's EIN is 46-1632800.

EIN 46-1632800

Plan number 001

Plan year 2024

ACK ID 20250801054807NAL0015155458001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 270 Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

270 Strategies, 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 270 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

270 STRATEGIES, LLC

EIN

all filings

Address

207 E. OHIO STREET #379 · CHICAGO, IL · 60611

Phone

(630) 862-9207

Industry

Professional & Technical Services

Plan administrator