How big is Stratagem Partners, Inc.'s plan?

Stratagem Partners, Inc.'s plan reported $301K in assets and 5 participants for 2024.

Original filing (PDF)20250702071332NAL0007131763001

Stratagem Partners, Inc.

Name: Stratagem Partners, Inc. — Stratagem Partners, Inc., Form 5500 (2024)
Creator: Stratagem Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stratagem Partners, Inc. 401(k) Plan

401(k) retirement plan · Stratagem Partners, Inc.'s Stratagem Partners, Inc. 401(k) Plan held $301K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

Plan identifiers

Stratagem Partners, Inc.'s EIN is 46-4845881.

EIN 46-4845881

Plan number 001

Plan year 2024

ACK ID 20250702071332NAL0007131763001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stratagem Partners, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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