How big is 3RD Street Strategy LLC's plan?

3RD Street Strategy LLC's plan reported $494K in assets and 16 participants for 2024.

Original filing (PDF)20250730085348NAL0003780145001

3RD Street Strategy LLC

Name: 3RD Street Strategy LLC — Third Street Strategy, Form 5500 (2024)
Creator: 3RD Street Strategy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Third Street Strategy 401(k) Plan

401(k) retirement plan · 3RD Street Strategy LLC's Third Street Strategy 401(k) Plan held $494K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$494K

Net assets (EOY)

$494K

People on this filing

Helen Speiser signed 3RD Street Strategy LLC's 2024 Form 5500 as plan administrator.

Helen Speiser — 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

3RD Street Strategy LLC's EIN is 87-2050803.

EIN 87-2050803

Plan number 001

Plan year 2024

ACK ID 20250730085348NAL0003780145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 3RD Street Strategy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

3RD Street Strategy 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 3RD STREET STRATEGY 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