How big is 7strategy Group LLC's plan?

7strategy Group LLC's plan reported $286K in assets and 4 participants for 2025.

Original filing (PDF)20260507150821NAL0002358579001

7strategy Group LLC

Name: 7strategy Group LLC — 7strategy Group LLC 401(k), Form 5500 (2025)
Creator: 7strategy Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

7strategy Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · 7strategy Group LLC's 7strategy Group LLC 401(k) Profit Sharing Plan & Trust held $286K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$286K

Net assets (EOY)

$286K

People on this filing

Edward Rojas signed 7strategy Group LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

7strategy Group LLC's EIN is 85-2821657.

EIN 85-2821657

Plan number 001

Plan year 2025

ACK ID 20260507150821NAL0002358579001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for 7strategy Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

7strategy Group 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 7STRATEGY GROUP 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

7STRATEGY GROUP LLC

EIN

all filings

Address

680 TOP RIDGE LN · CLOVER, SC · 297106724

Phone

(704) 957-4242

Industry

Other Services (ex. Public Admin)

Plan administrator