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ASSET STRATEGY HOLDINGS, LLC

EIN 85-1768423-investment management-Latest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
13
24 SUPERIOR DRIVE, SUITE 101 - NATICK, MA 017601526781-235-4426assetstrategy.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#002401k-$1.4M - 13 part

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Retirement#002

ASSET STRATEGY RETIREMENT PLAN

401k

Assets$1.4M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ASSET STRATEGY RETIREMENT PLAN401k$1.4M132024
Retirement plans
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