How big is Strategies, Inc.'s plan?

Strategies, Inc.'s plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250627114040NAL0013788432001

Strategies, Inc.

Name: Strategies, Inc. — Strategies, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Strategies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategies, Inc. 401(k) Plan

401(k) retirement plan · Strategies, Inc.'s Strategies, Inc. 401(k) Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Linton Vandiver signed Strategies, Inc.'s 2024 Form 5500 as plan administrator.

Linton Vandiver — 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

Strategies, Inc.'s EIN is 52-1371773.

EIN 52-1371773

Plan number 002

Plan year 2024

ACK ID 20250627114040NAL0013788432001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategies, Inc.'s plan includes profit-sharing, 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, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score