How big is Numeric Strategies LLC's plan?

Numeric Strategies LLC's plan reported $226K in assets and 4 participants for 2024.

Original filing (PDF)20251014220522NAL0004996464001

Numeric Strategies LLC

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

Form 5500-SF

FILING_RECEIVED

Numeric Strategies Retirement Savings Plan

401(k) retirement plan · Numeric Strategies LLC's Numeric Strategies Retirement Savings Plan held $226K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

People on this filing

Jacqueline Spegele signed Numeric Strategies LLC's 2024 Form 5500 as plan administrator.

Jacqueline Spegele — 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

Numeric Strategies LLC's EIN is 81-4608740.

EIN 81-4608740

Plan number 001

Plan year 2024

ACK ID 20251014220522NAL0004996464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Numeric Strategies LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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