How big is Underdog Strategies LLC's plan?

Underdog Strategies LLC's plan reported $365K in assets and 2 participants for 2025.

Original filing (PDF)20260424115514NAL0003162307001

Underdog Strategies LLC

Name: Underdog Strategies LLC — Underdog Strategies LLC, Form 5500 (2025)
Creator: Underdog Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Underdog Strategies LLC - 401(k)

401(k) retirement plan · Underdog Strategies LLC's Underdog Strategies LLC - 401(k) held $365K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$365K

Net assets (EOY)

$365K

Plan identifiers

Underdog Strategies LLC's EIN is 82-5345466.

EIN 82-5345466

Plan number 001

Plan year 2025

ACK ID 20260424115514NAL0003162307001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Underdog Strategies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Underdog Strategies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

UNDERDOG STRATEGIES LLC

EIN

all filings

Address

7101 BAY PARKWAY · 6C · BROOKLYN, NY · 11204

Phone

(781) 771-4023

Industry

Professional & Technical Services

Plan administrator