M2 Strategy, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: M2 Strategy, INC.
  • Sponsor EIN: 542090768
  • Sponsor Address: 854 CENTRILLION DR, MCLEAN, VA, 22102
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 123
  • Total Assets: $6.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025123$6.7M$0$0
2024120$6.0M$599,879$665,486
2023105$5.3M$201,541$599,477
202277$3.3M$140,855$449,034

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