Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
STRATEGIC VALUATION GROUP, LLC
EIN 26-3457762financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
29
23801 CALABASAS ROAD SUITE 2025 - CALABASAS, CA 91302818-591-9285LinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 29 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STRATEGIC VALUATION GROUP, LLC 401(K) PLAN
401k
Assets$2.7M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
STRATEGIC VALUATION GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$293K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STRATEGIC VALUATION GROUP, LLC 401(K) PLAN | 401k | $2.7M | 17 | 2024 | |
| 003 | STRATEGIC VALUATION GROUP, LLC CASH BALANCE PLAN | CashBalance | $293K | 12 | 2024 |
Retirement plans