How big is Qualitative Stratgies LLC's plan?

Qualitative Stratgies LLC's plan reported $230K in assets and 43 participants for 2024.

Original filing (PDF)20250630105745NAL0028634402001

Qualitative Stratgies LLC

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

Form 5500-SF

FILING_RECEIVED

Qualitative Strategies 401(k) Plan

401(k) retirement plan · Qualitative Stratgies LLC's Qualitative Strategies 401(k) Plan held $230K in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

Shirley Horner signed Qualitative Stratgies LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Qualitative Stratgies LLC's EIN is 85-2799509.

EIN 85-2799509

Plan number 001

Plan year 2024

ACK ID 20250630105745NAL0028634402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Qualitative Stratgies 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 QUALITATIVE STRATGIES 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