How big is The Strategy Group Inc.'s plan?

The Strategy Group Inc.'s plan reported $2.6M in assets and 2 participants for 2024.

Original filing (PDF)20250708043707NAL0002022931001

The Strategy Group Inc.

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

Form 5500-SF

FILING_RECEIVED

The Strategy Group Inc. Profit Sharing Plan

401(k) retirement plan · The Strategy Group Inc.'s The Strategy Group Inc. Profit Sharing Plan held $2.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

The Strategy Group Inc.'s EIN is 84-1571750.

EIN 84-1571750

Plan number 001

Plan year 2024

ACK ID 20250708043707NAL0002022931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Strategy Group Inc.'s plan includes profit-sharing, 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 INC..

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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