How big is 1607 Strategies, LLC's plan?

1607 Strategies, LLC's plan reported $327K in assets and 4 participants for 2024.

Original filing (PDF)20250707133750NAL0003825425001

1607 Strategies, LLC

Name: 1607 Strategies, LLC — 1607 Strategies, LLC 401 (K), Form 5500 (2024)
Creator: 1607 Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1607 Strategies, LLC 401 (K) Plan

401(k) retirement plan · 1607 Strategies, LLC's 1607 Strategies, LLC 401 (K) Plan held $327K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$327K

Net assets (EOY)

$327K

Plan identifiers

1607 Strategies, LLC's EIN is 84-3347712.

EIN 84-3347712

Plan number 001

Plan year 2024

ACK ID 20250707133750NAL0003825425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 1607 Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

1607 Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 1607 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