Strategix Management 401(k) match, vesting and fees
What Strategix Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Human Interest Advisor LLC | 2023 Schedule C ↗ |
| Independent auditor | A.C. Evans, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Strategix Management: employer contribution per participant | $720 | |
| Peer median | $1,855 |
| Strategix Management: average balance | $8,382 | |
| Peer median | $100,069 |
| Strategix Management: admin expenses ÷ assets | 0.54% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $919K at the end of plan year 2021 to $6.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 916 | $6.8M | $586K | $720 | 0.54% | Not published | Form 5500 ↗ |
| 2023 | 650 | $3.2M | $432K | $955 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 471 | $1.7M | $322K | $911 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 242 | $919K | $122K | $744 | 0.09% | Not published | 5500-SF ↗ |
Other Strategix Management plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Strategix Management, LLC Pw Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | A.C. Evans, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Strategix Management match 401(k) contributions?
The match terms for the Strategix Management 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $586K in employer contributions, about $720 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Strategix Management 401(k) match vested?
The vesting schedule for the Strategix Management 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Strategix Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Human Interest Advisor LLC. The plan administrator is Strategix Management, LLC.
I left Strategix Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Strategix Management, LLC, (202) 924-0469) or the recordkeeper, Human Interest Advisor LLC. The Strategix Management old 401(k) page lists the contacts from every plan filing. Find an old Strategix Management 401(k)
Data from the public Form 5500 annual reports Strategix Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Strategix Management. Not financial advice. Report a correction · Methodology