Retirement plan

STRATEGY CORPS, LLC 401(K) PROFIT SHARING PLAN TRUST

Name: STRATEGY CORPS, LLC - STRATEGY CORPS, LLC 401(K) PROFIT SHARING PLAN TRUST (2025) Form 5500
Creator: STRATEGY CORPS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRATEGY CORPS, LLC 401(K) PROFIT SHARING PLAN TRUST, STRATEGY CORPS, LLC

STRATEGY CORPS, LLCEIN 62-1872845Plan #001PY 2025

100 WESTWOOD PLACE STE 400 - BRENTWOOD, TN 37027615-263-7712tsgnashville.comLinkedIn1-10 employeespublic relations and communications

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.3M

+18.0% from 2024

Total participants

+17.9% from 2024

Average account balance

$103,278

+4.7% from 2024

Annual return

18.82%

+7.30 pp from 2024

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.33M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$103K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

136.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$735K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.82%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11434

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$812K

$15612 / participant

Other / not subdivided$812K100.0%

% of EOY assets

11.071%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$103,278

$106,864-3.4%

$147,318-29.9%

$82,637+25.0%

Participation rate

84.6%

75.5%+9.1pp

82.1%+2.6pp

68.1%+16.6pp

Annual return

18.82%

27.49%-8.7pp

70.43%-51.6pp

53.51%-34.7pp

Employer contribution / active EE

$5,869

$3,417+71.8%

$4,593+27.8%

$2,552+130.0%

Participant deferral / active EE

$8,265

$6,496+27.2%

$7,906+4.5%

$4,126+100.3%

Admin fee / account holder

$11,434

$8,415+35.9%

$13,708-16.6%

$7,339+55.8%

STRATEGY CORPS, LLC 401(K) PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRATEGY CORPS, LLC 401(K) PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion