How big is The Strategy Group, Inc.'s plan?

The Strategy Group, Inc.'s plan reported $4.4M in assets and 3 participants for 2024.

Original filing (PDF)20250415125538NAL0001428675001

The Strategy Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Strategy Group, Inc. 401(k) P/S Plan

401(k) retirement plan · The Strategy Group, Inc.'s The Strategy Group, Inc. 401(k) P/S Plan held $4.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Susan Tracy signed The Strategy Group, Inc.'s 2024 Form 5500 as plan administrator.

Susan Tracy — 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

The Strategy Group, Inc.'s EIN is 75-3093336.

EIN 75-3093336

Plan number 001

Plan year 2024

ACK ID 20250415125538NAL0001428675001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Strategy Group, Inc.'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 THE STRATEGY GROUP, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

THE STRATEGY GROUP, INC.

EIN

all filings

Address

40 COURT STREET · 11TH FLOOR · BOSTON, MA · 02108

Phone

(617) 470-3439

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator