How big is The Strategy Group, LLC's plan?

The Strategy Group, LLC's plan reported $12.5M in assets and 13 participants for 2024.

Original filing (PDF)20250917141206NAL0000730322001

The Strategy Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Strategy Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Strategy Group, LLC's The Strategy Group, LLC 401(k) Profit Sharing Plan held $12.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

People on this filing

Terrence Walsh signed The Strategy Group, LLC's 2024 Form 5500 as plan administrator.

Terrence Walsh — 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

The Strategy Group, LLC's EIN is 82-3580010.

EIN 82-3580010

Plan number 001

Plan year 2024

ACK ID 20250917141206NAL0000730322001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Strategy Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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