How big is Strategy3, Inc.'s plan?

Strategy3, Inc.'s plan reported $3.0M in assets and 5 participants for 2025.

Original filing (PDF)20260519140429NAL0000600003001

Strategy3, Inc.

Name: Strategy3, Inc. — Strategy3 401(k) Retirement Plan, Form 5500 (2025)
Creator: Strategy3, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategy3 401(k) Retirement Plan

401(k) retirement plan · Strategy3, Inc.'s Strategy3 401(k) Retirement Plan held $3.0M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Strategy3, Inc.'s EIN is 51-0441038.

EIN 51-0441038

Plan number 001

Plan year 2025

ACK ID 20260519140429NAL0000600003001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Strategy3, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Strategy3, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

STRATEGY3, INC.

EIN

all filings

Address

PO BOX 466 · DAYTON, OH · 45409

Phone

(937) 429-2779

Industry

Professional & Technical Services

Plan administrator