How big is Todd Strategy, LLC's plan?

Todd Strategy, LLC's plan reported $1.4M in assets and 12 participants for 2024.

Original filing (PDF)20250924152934NAL0010810130001

Todd Strategy, LLC

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

Form 5500-SF

FILING_RECEIVED

Todd Strategy Cash Balance Plan

Defined-benefit pension plan · Todd Strategy, LLC's Todd Strategy Cash Balance Plan held $1.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

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

EIN 46-5566087

Plan number 002

Plan year 2024

ACK ID 20250924152934NAL0010810130001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score