How big is Narrative Strategies LLC's plan?

Narrative Strategies LLC's plan reported $4.5M in assets and 68 participants for 2024.

Original filing (PDF)20250707125833NAL0003226737001

Narrative Strategies LLC

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

Form 5500-SF

FILING_RECEIVED

Narrative Strategies LLC 401(k)

401(k) retirement plan · Narrative Strategies LLC's Narrative Strategies LLC 401(k) held $4.5M in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Kathryn Mitchell signed Narrative Strategies LLC's 2024 Form 5500 as plan administrator.

Kathryn Mitchell — 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

Narrative Strategies LLC's EIN is 83-4087798.

EIN 83-4087798

Plan number 001

Plan year 2024

ACK ID 20250707125833NAL0003226737001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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