How big is Asset Strategy Holdings, LLC's plan?

Asset Strategy Holdings, LLC's plan reported $1.4M in assets and 13 participants for 2024.

Original filing (PDF)20250618221006NAL0001627651001

Asset Strategy Holdings, LLC

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

Form 5500-SF

FILING_RECEIVED

Asset Strategy Retirement Plan

401(k) retirement plan · Asset Strategy Holdings, LLC's Asset Strategy Retirement Plan held $1.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Asset Strategy Holdings, LLC's EIN is 85-1768423.

EIN 85-1768423

Plan number 002

Plan year 2024

ACK ID 20250618221006NAL0001627651001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Asset Strategy Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ASSET STRATEGY HOLDINGS, 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