How big is Conservation Strategy Group's plan?

Conservation Strategy Group's plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20251015130738NAL0009390002001

Conservation Strategy Group

Name: Conservation Strategy Group — Conservation Strategy, Form 5500 (2024)
Creator: Conservation Strategy Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conservation Strategy Group 401(k) Plan

401(k) retirement plan · Conservation Strategy Group's Conservation Strategy Group 401(k) Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kelly Solov signed Conservation Strategy Group's 2024 Form 5500 as plan administrator.

Kelly Solov — 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

Conservation Strategy Group's EIN is 71-0917599.

EIN 71-0917599

Plan number 002

Plan year 2024

ACK ID 20251015130738NAL0009390002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conservation Strategy Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conservation Strategy Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (95th percentile).

Plan sponsor

Name

CONSERVATION STRATEGY GROUP

EIN

all filings

Address

PO BOX 19318 · SACRAMENTO, CA · 95819

Phone

(503) 314-2002

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator