How big is Strategies Group Southeast, LLC's plan?

Strategies Group Southeast, LLC's plan reported $1.8M in assets and 40 participants for 2024.

Original filing (PDF)20250806153003NAL0002950385001

Strategies Group Southeast, LLC

Name: Strategies Group Southeast, LLC — Strategies Group, Form 5500 (2024)
Creator: Strategies Group Southeast, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategies Group Southeast, LLC 401(k) Plan

401(k) retirement plan · Strategies Group Southeast, LLC's Strategies Group Southeast, LLC 401(k) Plan held $1.8M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Strategies Group Southeast, LLC's EIN is 47-4798280.

EIN 47-4798280

Plan number 001

Plan year 2024

ACK ID 20250806153003NAL0002950385001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategies Group Southeast, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGIES GROUP SOUTHEAST, LLC.

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Plan health score

Above-average plan

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