How big is Todd Strategy, LLC's plan?

Todd Strategy, LLC's plan reported $1.8M in assets and 16 participants for 2024.

Original filing (PDF)20250924152753NAL0009396227001

Todd Strategy, LLC

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

Form 5500-SF

FILING_RECEIVED

Todd Strategy 401(k) Plan

401(k) retirement plan · Todd Strategy, LLC's Todd Strategy 401(k) Plan held $1.8M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Todd Strategy, LLC's EIN is 46-5566087.

EIN 46-5566087

Plan number 001

Plan year 2024

ACK ID 20250924152753NAL0009396227001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Todd Strategy, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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