How big is Story Strategy Group LLC's plan?

Story Strategy Group LLC's plan reported $168K in assets and 4 participants for 2025.

Original filing (PDF)20260428220542NAL0010267985097

Story Strategy Group LLC

Name: Story Strategy Group LLC — Story Strategy Group, Form 5500 (2025)
Creator: Story Strategy Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Story Strategy Group 401(k) Plan

401(k) retirement plan · Story Strategy Group LLC's Story Strategy Group 401(k) Plan held $168K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

Plan identifiers

Story Strategy Group LLC's EIN is 92-1200054.

EIN 92-1200054

Plan number 001

Plan year 2025

ACK ID 20260428220542NAL0010267985097

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Story Strategy Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Story Strategy Group 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 STORY STRATEGY GROUP 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