How big is Laurel Strategies, Inc.'s plan?

Laurel Strategies, Inc.'s plan reported $1.5M in assets and 23 participants for 2024.

Original filing (PDF)20250908164217NAL0041431890001

Laurel Strategies, Inc.

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

Form 5500-SF

FILING_RECEIVED

Laurel Strategies 401(k) Plan

401(k) retirement plan · Laurel Strategies, Inc.'s Laurel Strategies 401(k) Plan held $1.5M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Michael Vanderford signed Laurel Strategies, Inc.'s 2024 Form 5500 as plan administrator.

Michael Vanderford — 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

Laurel Strategies, Inc.'s EIN is 46-4264022.

EIN 46-4264022

Plan number 001

Plan year 2024

ACK ID 20250908164217NAL0041431890001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Laurel Strategies, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 (89th percentile).

Plan sponsor

Name

LAUREL STRATEGIES, INC.

EIN

all filings

Address

4A OXFORD STREET · CHEVY CHASE, MD · 20815

Phone

(917) 748-5517

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator