How big is Strategic Consulting Services, Inc.'s plan?

Strategic Consulting Services, Inc.'s plan reported $27.6M in assets and 134 participants for 2024.

Original filing (PDF)20250905110113NAL0010306163001

Strategic Consulting Services, Inc.

Name: Strategic Consulting Services, Inc. — Strategic, Form 5500 (2024)
Creator: Strategic Consulting Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Strategic Consulting Services, Inc. 401(k) Plan and Trust

401(k) retirement plan · Strategic Consulting Services, Inc.'s Strategic Consulting Services, Inc. 401(k) Plan and Trust held $27.6M in plan assets for 134 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

134

Accounts w/ balance

155

Plan assets (EOY)

$27.6M

Net assets (EOY)

$27.6M

People on this filing

Leigh Haley signed Strategic Consulting Services, Inc.'s 2024 Form 5500 as plan administrator.

Leigh Haley — 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

Strategic Consulting Services, Inc.'s EIN is 55-0799465.

EIN 55-0799465

Plan number 001

Plan year 2024

ACK ID 20250905110113NAL0010306163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Consulting Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

STRATEGIC CONSULTING SERVICES, INC.

EIN

all filings

Address

33434 8TH AVE S, STE 205 · FEDERAL WAY, WA · 98003

Phone

(253) 661-5550

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$30K	—

Investments

29 direct securities· $27.6M(100% of reported assets)

Mutual Funds

$23.1M

23 holdings

Common Collective Trusts

$3.6M

2 holdings

Other securities

$525K

3 holdings

Bonds / Notes

$440K

1 holding

					% of plan
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$5.1M	18.4%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.1M	11.3%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$3.0M	10.8%
Fidelity Total Bond K6 Mutual Fund	Mutual Funds	—	—	$2.9M	10.4%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$2.3M	8.2%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$1.6M	5.7%
Fidelity Treasury Only Money Market Fund Mutual Fund	Mutual Funds	—	—	$1.4M	5.1%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.3M	4.6%
Putnam Large Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$941K	3.4%
Fidelity Mid-Cap Stock Fund Mutual Fund	Mutual Funds	—	—	$773K	2.8%
American Funds Capital World Growth & income Fund Mutual Fund	Mutual Funds	—	—	$734K	2.7%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$603K	2.2%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$524K	1.9%
Participant Loans to participants, bearing interest from 5.25% to 10.50%	Bonds / Notes	—	—	$440K	1.6%
Fidelity Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$423K	1.5%
American Funds EuroPacific Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$401K	1.5%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$313K	1.1%
PIMCO RAE US Small Institutional Fund Mutual Fund	Mutual Funds	—	—	$289K	1.0%
Vanguard Short-Term Federal Fund Admiral Mutual Fund	Mutual Funds	—	—	$279K	1.0%
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$278K	1.0%
Fidelity Stock Selector Small Cap Fund Mutual Fund	Mutual Funds	—	—	$252K	0.9%
Hartford Schroders International Stock Fund Mutual Fund	Other securities	—	—	$225K	0.8%
Fidelity Natural Resources Fund Mutual Fund	Mutual Funds	—	—	$195K	0.7%
DWS Real Estate Securities Funds R6 Mutual Fund	Other securities	—	—	$175K	0.6%
BlackRock Strategic Global Bond K Mutual Fund	Other securities	—	—	$125K	0.5%
Fidelity Blue Chip Growth K6 Mutual Fund	Mutual Funds	—	—	$50K	0.2%
MFS Mid Cap Calue Fund Mutual Fund	Mutual Funds	—	—	$39K	0.1%
Fidelity Freedom Index 2010 Fund Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%