# Strategy Cap LLC 401(k) Plan
Source: https://planprovider.pro/companies/strategy-cap-llc-920058707-001

> Strategy Cap LLC&#39;s 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Strategy Cap LLC

- **Sponsor EIN:** 920058707

- **Sponsor Address:** 360 SW POWERHOUSE DR, BEND, OR, 977023298

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 3

- **Total Assets:** $1.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|3|$1.8M|$0|$0|

| 2024|3|$1.5M|$27,500|$53,500|

## Similar Plans

- [R.V. Kuhns & Associates, INC. Dba Rvk, INC.](https://planprovider.pro/companies/r-v-kuhns-associates-inc-dba-rvk-inc-plan) — 143 participants

- [Rvk, INC.](https://planprovider.pro/companies/rvk-inc-930910652-501) — 141 participants

- [Kingsview Wealth Management LLC](https://planprovider.pro/companies/kingsview-wealth-management-llc-264016866-501) — 79 participants

- [Focuspoint Solutions, INC.](https://planprovider.pro/companies/focuspoint-solutions-inc-401k-plan) — 55 participants

- [Becker Capital Management, INC.](https://planprovider.pro/companies/becker-capital-management-inc-plan) — 37 participants

- [Equilibrium Capital Management, INC.](https://planprovider.pro/companies/equilibrium-capital-management-inc-401k-plan) — 22 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/strategy-cap-llc-920058707-001)

&copy; 2026 PlanProvider.Pro
