Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STRATEGY WORKPLACE COMMUNICATIONS, INC
EIN 94-3331038education managementLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
32
2630 LAGUNA STREET - SAN FRANCISCO, CA 94123415-235-9861strategytrainings.comLinkedIn1-10 employeeseducation management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 32 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#002
STRATEGY WORKPLACE COMMUNICATIONS 401(K) & PROFIT SHARING PLAN
401k
Assets$1.5M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
STRATEGY WORKPLACE COMMUNICATIONS CASH BALANCE PLAN
CashBalance
Assets$1.5M
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 | |
|---|---|---|---|---|---|---|
| 002 | STRATEGY WORKPLACE COMMUNICATIONS 401(K) & PROFIT SHARING PLAN | 401k | $1.5M | 20 | 2025 | |
| 003 | STRATEGY WORKPLACE COMMUNICATIONS CASH BALANCE PLAN | CashBalance | $1.5M | 12 | 2025 |
Retirement plans