How big is Strategem Consulting Inc.'s plan?

Strategem Consulting Inc.'s plan reported $65K in assets and 2 participants for 2023.

Original filing (PDF)20260225161707NAL0002317859001

Strategem Consulting Inc.

Name: Strategem Consulting Inc. — Form 5500 (2023)
Creator: Strategem Consulting Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · Strategem Consulting Inc. held $65K in plan assets for 2 participants in 2023.

Signals · 1

Late filing · 15.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

People on this filing

Patrick Perrett signed Strategem Consulting Inc.'s 2023 Form 5500 as plan administrator.

Patrick Perrett — 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

Strategem Consulting Inc.'s EIN is 84-4942435.

EIN 84-4942435

Plan number 001

Plan year 2023

ACK ID 20260225161707NAL0002317859001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Strategem Consulting Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Strategem Consulting Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 15.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

STRATEGEM CONSULTING INC

DBA

STRATEGEM CONSULTING INC

EIN

all filings

Address

9903 N COVENTRY CT · HIGHLAND, UT · 840033479

Phone

(801) 616-1234

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2026-02-25

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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