Original filing (PDF)20251229133059NAL0028564128001

STRONG INVESTMENTS DURHAM LLC

Name: STRONG INVESTMENTS DURHAM LLC — STRONG INVESTMENTS DURHAM LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: STRONG INVESTMENTS DURHAM LLC

Form 5500-SF

FILING_RECEIVED

STRONG INVESTMENTS DURHAM LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$389

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRONG INVESTMENTS DURHAM LLC.

Plan sponsor

Name

STRONG INVESTMENTS DURHAM LLC

EIN

82-4466121

Address

5900 BRADBE FARM LN · FISHERVILLE, KY · 40023

Phone

(502) 262-7527

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

SALTY CAPITAL LLC

SALTY CAPITAL LLC 401 (K)

$1K

LUME HUBBARD LLC

LUME & EMUL 401(K) PLAN

$1K · 7 participants

LB CAPITAL LLC

LB CAPITAL LLC 401(K) PROFIT SHARING PLAN

$1K · 2 participants

TAG MOBILE, LLC

TAG MOBILE, LLC 401(K) PLAN

$1K · 2 participants

REVIVE HEALTH AND RECOVERY LLC

REVIVE HEALTH AND RECOVERY LLC 401(K) PROFIT SHARING PLAN & TRUST

$1K · 3 participants