How big is Native Strategies, LLC's plan?

Native Strategies, LLC's plan reported $1.1M in assets and 31 participants for 2024.

Original filing (PDF)20250718115820NAL0002450560001

Native Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

Native Strategies, LLC 401(k) Plan

401(k) retirement plan · Native Strategies, LLC's Native Strategies, LLC 401(k) Plan held $1.1M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Marcus Bowie signed Native Strategies, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Native Strategies, LLC's EIN is 85-0806175.

EIN 85-0806175

Plan number 001

Plan year 2024

ACK ID 20250718115820NAL0002450560001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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