How big is HSA Strategies, LLC's plan?

HSA Strategies, LLC's plan reported $547K in assets and 1 participants for 2025.

Original filing (PDF)20260427221143NAL0005149523038

HSA Strategies, LLC

Name: HSA Strategies, LLC — HSA Strategies 401(k) Plan, Form 5500 (2025)
Creator: HSA Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HSA Strategies 401(k) Plan

401(k) retirement plan · HSA Strategies, LLC's HSA Strategies 401(k) Plan held $547K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

People on this filing

Elantha Barry signed HSA Strategies, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

HSA Strategies, LLC's EIN is 87-4485324.

EIN 87-4485324

Plan number 001

Plan year 2025

ACK ID 20260427221143NAL0005149523038

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for HSA Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

HSA Strategies, 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 HSA STRATEGIES, 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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

HSA STRATEGIES, LLC

EIN

all filings

Address

5411 CHRISTY DRIVE · BETHESDA, MD · 20816

Phone

(202) 557-6535

Industry

Professional & Technical Services

Plan administrator