How big is Nucleus Strategy, LLC's plan?

Nucleus Strategy, LLC's plan reported $1.0M in assets and 3 participants for 2024.

Original filing (PDF)20250720151854NAL0000179363001

Nucleus Strategy, LLC

Name: Nucleus Strategy, LLC — Nucleus Strategy, LLC 401(k), Form 5500 (2024)
Creator: Nucleus Strategy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nucleus Strategy, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Nucleus Strategy, LLC's Nucleus Strategy, LLC 401(k) Profit Sharing Plan held $1.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Nucleus Strategy, LLC's EIN is 81-5373666.

EIN 81-5373666

Plan number 001

Plan year 2024

ACK ID 20250720151854NAL0000179363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Nucleus Strategy, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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 (88th percentile).

Plan sponsor

Name

NUCLEUS STRATEGY, LLC

EIN

all filings

Address

304 STERLING PL · GREENPORT, NY · 11944

Phone

(212) 599-8160

Industry

Admin Support & Waste Mgmt

Plan administrator