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  1. Companies/
  2. Square One Strategy Group, LLC

Filings through Oct 24, 2026.

Square One Strategy Group, LLC

EIN 86-2312701-Educational Services-Latest filing 2025
Plans
1
Retirement
1
$75K assets
Health & Benefits
0
Participants
73
2441 SANFORD ST - MUSKEGON, MI 494441438248-808-3361
Plans on this EIN
1 filing
#001401(k)-$75K - 73 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SQUARE ONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$75K
Participants73
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SQUARE ONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$75K732025
  • SQUARE ONE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST$75K
    #001 · 401(k) · 202573
Retirement plans
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