Strategix Management LLC 401(K) Plan — Form 5500 plan (Strategix Management LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Strategix Management LLC 401(K) Plan is a benefit plan reported by Strategix Management LLC under EIN 81-1479787 and plan number 001. The latest loaded filing year is 2023. The filing reports 468 participants and $3,176,258 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.2MPlan net assets, end of year$3,176,258
Participants468Covered participants reported
Assets / participant$6.8KComputed: assets ÷ participants$6,787 (computed)
Provider compensation$8K1 Schedule C provider row(s)$7,989
- Plan sponsor
- Strategix Management LLC
- EIN
- 81-1479787
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 468 | H, C | 20241010172354NAL0041688354001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,176,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,176,258
- Net assets (BOY)
- $1,709,366
Income & contributions
- Employer contributions
- $432,388
- Participant contributions
- $784,983
- Total contributions
- $1,459,184
- Total income / additions
- $1,847,041
Expenses & distributions
- Benefits paid
- $366,232
- Administrative expenses
- $7,989
- Total expenses
- $380,149
- Net increase / (decrease)
- $1,466,892
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Human Interest Advisor LLC | RECORDKEEPER | $7,989 | not reported in the loaded dataset | 2023 |