Retirement plan

SLG REVISED 401K PLAN

Name: STRATGIES LAW GROUP, PLLC - SLG REVISED 401K PLAN (2025) Form 5500
Creator: STRATGIES LAW GROUP, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SLG REVISED 401K PLAN, STRATGIES LAW GROUP, PLLC

STRATGIES LAW GROUP, PLLCEIN 80-0199524Plan #001PY 2025

1002 PARKER ST - FALLS CHURCH, VA 220464628571-730-4970

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$424K

+51.3% from 2024

Total participants

0.0% from 2024

Average account balance

$212,007

+51.3% from 2024

Annual return

16.27%

-3.19 pp from 2024

Benchmarks

See 26,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort26,581 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$424K

Not enough data

1 years with asset history on file

Average account balance

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

$212K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

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

+16.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2J

Plan features

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$212,007

$196,972+7.6%

$182,262+16.3%

$198,609+6.7%

Participation rate

100.0%

85.7%+14.3pp

84.2%+15.8pp

82.4%+17.6pp

Annual return

16.27%

158.27%-142.0pp

140.60%-124.3pp

202.70%-186.4pp

Employer contribution / active EE

$29,225

$5,364+444.9%

$5,046+479.2%

$5,055+478.1%

Participant deferral / active EE

$19,816

$8,643+129.3%

$8,276+139.4%

$6,977+184.0%

Admin fee / account holder

$18,429-100.0%

$16,712-100.0%

$19,030-100.0%

SLG REVISED 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SLG REVISED 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion