Original filing (PDF)20250422222809NAL0004957473023

AUGUST STRATEGY GROUP, LLC

Name: AUGUST STRATEGY GROUP, LLC — AUGUST STRATEGY GROUP 401(K) PLAN, Form 5500 (2024)
Creator: AUGUST STRATEGY GROUP, LLC

Form 5500-SF

FILING_RECEIVED

AUGUST STRATEGY GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

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.

Decision-maker contacts

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

Plan sponsor

Name

AUGUST STRATEGY GROUP, LLC

EIN

88-1586066all filings

Address

7310 BROKEN ARROW LANE · AUSTIN, TX · 78745

Phone

(202) 880-2505

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

GROER LLC

UPROER 401(K) PLAN

$172K · 10 participants

ONWARD INSIGHTS LLC

ONWARD INSIGHTS 401(K) PLAN

$172K · 4 participants

JARED D. JONES, CPA, LLC

JARED D. JONES CPA, LLC RETIREMENT PLAN

$172K · 12 participants

COGENT TECHNOLOGIES CORPORATION

COGENT TECHNOLOGIES CORPORATION 401(K) PLAN

$171K · 3 participants

SIERRA WEST CONSULTANTS INC

SIERRA WEST CONSULTANTS INC 401K

$172K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.