Psquared Strategies, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Psquared Strategies, INC.
  • Sponsor EIN: 260316521
  • Sponsor Address: 615 BARNSLEY RD, KNOXVILLE, TN, 37934
  • Plan Type: 401(k)
  • Total Participants: 39
  • Total Assets: $1.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202539$1.6M$21,372$61,439
202439$1.6M$21,372$61,439
202328$1.4M$21,096$59,729
202226$1.3M$18,366$65,892

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