How big is Primacy Strategy Group LLC's plan?

Primacy Strategy Group LLC's plan reported $407K in assets and 9 participants for 2024.

Original filing (PDF)20251014151831NAL0003144657001

Primacy Strategy Group LLC

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

Form 5500-SF

FILING_RECEIVED

Primacy Strategy Group 401(k) Profit Sharing Plan

401(k) retirement plan · Primacy Strategy Group LLC's Primacy Strategy Group 401(k) Profit Sharing Plan held $407K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

People on this filing

Ryan Kelly signed Primacy Strategy Group LLC's 2024 Form 5500 as plan administrator.

Ryan Kelly — 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

Primacy Strategy Group LLC's EIN is 83-2348491.

EIN 83-2348491

Plan number 001

Plan year 2024

ACK ID 20251014151831NAL0003144657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Primacy Strategy Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 PRIMACY 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