Original filing (PDF)20250110152433NAL0014299473001

THE STRATEGIC GROUP, INC.

Name: THE STRATEGIC GROUP, INC. — STRATEGIC GROUP RETIREMENT PLAN, Form 5500 (2022)
Creator: THE STRATEGIC GROUP, INC.

Form 5500-SF

FILING_RECEIVED

STRATEGIC GROUP RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 21.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 21.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

THE STRATEGIC GROUP, INC.

EIN

59-2449187

Address

16029 N FLORIDA AVE · LUTZ, FL · 335496128

Phone

(813) 333-1884

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-05-25

Filed

2025-01-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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