Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STRATEGY & EXECUTION, INC.
EIN 47-1476377food & beveragesLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
7
7985 WASHINGTON WOODS DR. - DAYTON, OH 45459248-755-9282strategycpg.comLinkedIn1-10 employeesfood & beverages
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 7 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
STRATEGY & EXECUTION, INC. 401(K) PLAN
401k
Assets$813K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STRATEGY & EXECUTION, INC. CASH BALANCE PLAN
CashBalance
Assets$372K
Participants3
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 | STRATEGY & EXECUTION, INC. 401(K) PLAN | 401k | $813K | 4 | 2024 | |
| 002 | STRATEGY & EXECUTION, INC. CASH BALANCE PLAN | CashBalance | $372K | 3 | 2024 |
Retirement plans