How big is Strategy & Execution, Inc.'s plan?

Strategy & Execution, Inc.'s plan reported $372K in assets and 3 participants for 2024.

Original filing (PDF)20251011192517NAL0004855763001

Strategy & Execution, Inc.

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

Form 5500-SF

FILING_RECEIVED

Strategy & Execution, Inc. Cash Balance Plan

Defined-benefit pension plan · Strategy & Execution, Inc.'s Strategy & Execution, Inc. Cash Balance Plan held $372K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

People on this filing

Bryon Evans signed Strategy & Execution, Inc.'s 2024 Form 5500 as plan administrator.

Bryon Evans — 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

Strategy & Execution, Inc.'s EIN is 47-1476377.

EIN 47-1476377

Plan number 002

Plan year 2024

ACK ID 20251011192517NAL0004855763001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategy & Execution, Inc.'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 STRATEGY & EXECUTION, 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 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