Original filing (PDF)20231011113036NAL0018971123001

STRATEGY AND EXECUTION, LLC

Name: STRATEGY AND EXECUTION, LLC — STRATEGY AND EXECUTION, LLC RETIREMENT PLAN, Form 5500 (2022)
Creator: STRATEGY AND EXECUTION, LLC

Form 5500-SF

FILING_RECEIVED

STRATEGY AND EXECUTION, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

STRATEGY AND EXECUTION, LLC

EIN

85-2742159all filings

Address

1263 HANOVER TRAIL · WAUNAKEE, WI · 53597

Phone

(815) 483-9620

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

UNIVERSAL INDUSTRIAL FINISHING

UNIVERSAL INDUSTRIAL FINISHING 401(K) PROFIT SHARING PLAN

$49K · 38 participants

M.W. INCARNATE CAPITAL, INC

M.W. INCARNATE CAPITAL, INC 401K PLAN

$49K · 3 participants

SKYLIGHT AMERICA INC

SKYLIGHT AMERICA 401(K) PLAN

$49K · 1 participants

THE PACK AGENCY

THE PACK AGENCY 401(K) PLAN

$48K · 19 participants

ONSHORE TECHNOLOGY GROUP

ONSHORE TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.