How big is Strategize Wealth Management Group, Inc.'s plan?

Strategize Wealth Management Group, Inc.'s plan reported $310K in assets and 7 participants for 2024.

Original filing (PDF)20251008121540NAL0003265219001

Strategize Wealth Management Group, Inc.

Name: Strategize Wealth Management Group, Inc. — Form 5500 Plan 001 (2024)
Creator: Strategize Wealth Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategize Wealth Management Group, Inc. 401(k) Plan

401(k) retirement plan · Strategize Wealth Management Group, Inc.'s Strategize Wealth Management Group, Inc. 401(k) Plan held $310K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$310K

Net assets (EOY)

$310K

Plan identifiers

Strategize Wealth Management Group, Inc.'s EIN is 82-1283921.

EIN 82-1283921

Plan number 001

Plan year 2024

ACK ID 20251008121540NAL0003265219001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategize Wealth Management Group, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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