Strategix Management Llc 401(k) Plan: Login, Facts & Contact Information

Strategix Management Llc 401(k) Plan Facts

Plan name
STRATEGIX MANAGEMENT 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
STRATEGIX MANAGEMENT, LLC
Participants
464 (686 active employees)
Former employees with a balance
230
Plan assets
$6,814,357 at Dec 31, 2024
Average account balance
$8,382 across 813 accounts
Employer contributions
$585,739 in plan year 2024 (33% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 22, 2017
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.76 million went into the plan in contributions, $585,739 of it from the employer (33%).
  • $706,913 was paid out to participants.
  • Investment and other income added $320,067.
  • Administrative expenses were $27,011, about $33 per account.

How the Strategix Management Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192$30,916$762$0
202040$264,988$58,677$9,396
202156$918,841$122,072$28,408
2022196$1.71 million$321,743$158,256
2023468$3.18 million$432,388$366,232
2024464$6.81 million$585,739$706,913

Strategix Management Llc 401(k) Contact Information

Phone
202-924-0469
Mailing address
P.O. BOX 96503, PMB 39101, WASHINGTON DC 20037
Plan sponsor
STRATEGIX MANAGEMENT, LLC
Employer identification number (EIN)
81-1479787
Plan number
001

Questions about the Strategix Management Llc 401(k)

Does Strategix Management Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $585,739, 33% of all contributions.

Does the Strategix Management Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Strategix Management Llc 401(k) plan?

464 participants at the start of plan year 2024, 686 of them active employees, and 230 former employees who still had money in the plan.

What is the average 401(k) balance at Strategix Management Llc?

About $8,382 per account: $6.81 million in plan assets across 813 accounts with a balance at the end of plan year 2024.

Who manages the Strategix Management Llc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Strategix Management Llc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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