How big is SDGS Strategic Advisory, LLC's plan?

SDGS Strategic Advisory, LLC's plan reported $23K in assets and 1 participants for 2024.

Original filing (PDF)20250718135637NAL0001923809001

SDGS Strategic Advisory, LLC

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

Form 5500-SF

FILING_RECEIVED

SDGS Strategic Advisory, LLC 401(k) Plan

401(k) retirement plan · SDGS Strategic Advisory, LLC's SDGS Strategic Advisory, LLC 401(k) Plan held $23K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Marcus Bowie signed SDGS Strategic Advisory, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

SDGS Strategic Advisory, LLC's EIN is 93-3345955.

EIN 93-3345955

Plan number 001

Plan year 2024

ACK ID 20250718135637NAL0001923809001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SDGS Strategic Advisory, 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 SDGS STRATEGIC ADVISORY, 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