How big is Stratevi, LLC's plan?

Stratevi, LLC's plan reported $3.7M in assets and 25 participants for 2024.

Original filing (PDF)20251014151650NAL0001569939018

Stratevi, LLC

Name: Stratevi, LLC — Stratevi, LLC Retirement Savings, Form 5500 (2024)
Creator: Stratevi, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stratevi, LLC Retirement Savings Plan

401(k) retirement plan · Stratevi, LLC's Stratevi, LLC Retirement Savings Plan held $3.7M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Stratevi, LLC's EIN is 47-4450212.

EIN 47-4450212

Plan number 001

Plan year 2024

ACK ID 20251014151650NAL0001569939018

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stratevi, 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 STRATEVI, 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

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 (88th percentile).

Plan sponsor

Name

STRATEVI, LLC

EIN

all filings

Address

520 BROADWAY, 2ND FLOOR · SANTA MONICA, CA · 90401

Phone

(323) 899-2208

Industry

Professional & Technical Services

Plan administrator