How big is Stratgeo's plan?

Stratgeo's plan reported $149K in assets and 9 participants for 2024.

Original filing (PDF)20250930180522NAL0013550064001

Stratgeo

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

Form 5500-SF

FILING_RECEIVED

Stratgeo 401(k) Plan

401(k) retirement plan · Stratgeo's Stratgeo 401(k) Plan held $149K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

Plan identifiers

Stratgeo's EIN is 82-3208819.

EIN 82-3208819

Plan number 001

Plan year 2024

ACK ID 20250930180522NAL0013550064001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stratgeo'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 STRATGEO.

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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.

Plan sponsor

Name

STRATGEO

EIN

all filings

Address

3115 CRAIG CT · CASTLE ROCK, CO · 80109

Phone

(703) 489-7440

Industry

Professional & Technical Services

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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