Original filing (PDF)20250415220427NAL0007016320046

AKB STRATEGIES LLC

Name: AKB STRATEGIES LLC — AKB STRATEGIES 401(K) PLAN, Form 5500 (2024)
Creator: AKB STRATEGIES LLC

Form 5500-SF

FILING_RECEIVED

AKB STRATEGIES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$336K

Net assets (EOY)

$336K

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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

AKB STRATEGIES LLC

EIN

84-4196136

Address

4713 TRENT COURT · CHEVY CHASE, MD · 20815

Phone

(301) 633-4193

Industry