How big is Strategies Inc. Behavior Analys' plan?

Strategies Inc. Behavior Analys' plan reported $473K in assets and 59 participants for 2024.

Original filing (PDF)20250516102924NAL0046282338001

Strategies Inc. Behavior Analys

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

Form 5500-SF

FILING_RECEIVED

Strategies Inc. Behavior Analys 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Strategies Inc. Behavior Analys' Strategies Inc. Behavior Analys 401(k) Profit Sharing Plan & Trust held $473K in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

113

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

People on this filing

Edward Rojas signed Strategies Inc. Behavior Analys' 2024 Form 5500 as plan administrator.

Edward Rojas — 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. Behavior Analys' EIN is 59-3681248.

EIN 59-3681248

Plan number 001

Plan year 2024

ACK ID 20250516102924NAL0046282338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategies Inc. Behavior Analys' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 BEHAVIOR ANALYS.

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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 (93rd percentile).

Plan sponsor

Name

STRATEGIES INC BEHAVIOR ANALYS

EIN

all filings

Address

4647 CLYDE MORRIS BLVD UNIT 501 · PORT ORANGE, FL · 321293001

Phone

(386) 689-2112

Industry

Finance & Insurance

Plan administrator