How big is Sarah Best Strategy LLC's plan?

Sarah Best Strategy LLC's plan reported $25K in assets and 8 participants for 2024.

Original filing (PDF)20250619180843NAL0008216690001

Sarah Best Strategy LLC

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

Form 5500-SF

FILING_RECEIVED

Sarah Best Strategy LLC 401(k) Plan

401(k) retirement plan · Sarah Best Strategy LLC's Sarah Best Strategy LLC 401(k) Plan held $25K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

Plan identifiers

Sarah Best Strategy LLC's EIN is 81-1441132.

EIN 81-1441132

Plan number 001

Plan year 2024

ACK ID 20250619180843NAL0008216690001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sarah Best Strategy LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

Finding similar companies…

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 (89th percentile).

Plan sponsor

Name

SARAH BEST STRATEGY LLC

EIN

all filings

Address

7002 ELMWOOD AVE · MIDDLETON, WI · 53562

Phone

(815) 546-4903

Industry

Professional & Technical Services

Plan administrator