How big is Strategy Development, LLC's plan?

Strategy Development, LLC's plan reported $55K in assets and 10 participants for 2024.

Original filing (PDF)20250711123646NAL0010361152001

Strategy Development, LLC

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

Form 5500-SF

FILING_RECEIVED

Strategy Development, LLC 401(k) Plan

401(k) retirement plan · Strategy Development, LLC's Strategy Development, LLC 401(k) Plan held $55K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

People on this filing

Thomas Callinan signed Strategy Development, LLC's 2024 Form 5500 as plan administrator.

Thomas Callinan — 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

Strategy Development, LLC's EIN is 86-1759326.

EIN 86-1759326

Plan number 001

Plan year 2024

ACK ID 20250711123646NAL0010361152001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategy Development, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

Finding similar companies…

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

STRATEGY DEVELOPMENT, LLC

EIN

all filings

Address

1265 DRUMMERS LANE · SUITE 200 · WAYNE, PA · 19087

Phone

(610) 733-3179

Industry

Professional & Technical Services

Plan administrator