How big is E.L. Strategic's plan?

E.L. Strategic's plan reported $29K in assets and 4 participants for 2024.

Original filing (PDF)20250717155104NAL0000833072001

E.L. Strategic

Name: E.L. Strategic — E.L. Strategic 401(k) Plan, Form 5500 (2024)
Creator: E.L. Strategic
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E.L. Strategic 401(k) Plan

401(k) retirement plan · E.L. Strategic's E.L. Strategic 401(k) Plan held $29K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

People on this filing

Marcus Bowie signed E.L. Strategic'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

E.L. Strategic's EIN is 85-3291800.

EIN 85-3291800

Plan number 001

Plan year 2024

ACK ID 20250717155104NAL0000833072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for E.L. Strategic from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

E.L. Strategic'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 E.L. STRATEGIC.

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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 (89th percentile).

Plan sponsor

Name

E.L. STRATEGIC

EIN

all filings

Address

10 SOUTH KING STREET · SUITE 201 · LEESBURG, VA · 20175

Phone

(860) 485-8919

Industry

Finance & Insurance

Plan administrator