Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEYOND STRATEGY CONSULTING GROUP LLC
EIN 82-2621455non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
5
6142 N. 17TH DRIVE - PHOENIX, AZ 85015785-979-6227beyondstrategy.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 5 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
BEYOND STRATEGY CONSULTING 401(K) PLAN
401k
Assets$740K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BEYOND STRATEGY CONSULTING GROUP LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$485K
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 | BEYOND STRATEGY CONSULTING 401(K) PLAN | 401k | $740K | 2 | 2025 | |
| 002 | BEYOND STRATEGY CONSULTING GROUP LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $485K | 3 | 2025 |
Retirement plans