Civic Intelligence

Strada Investment Group II DBA Strada Investment Group

Plan context: Strada Investment Group Retirement Trust

EIN 27-4025750 • San Francisco, CA • 12 filings • 1 plans

201 Spear StreetSuite 1650San Francisco, CA 94105-6138
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$3,239,576

2024 Contributions

$486,086

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,239,576$1,619,788$0201220192024YearValue
$3,239,576Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1790201220192024YearValue
17Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024117$3,239,576$486,086$28,593iApproximate average salary by contribution assumption: employee only about $714,832 at 4% or $476,555 at 6%; with 50% employer match about $476,555 at 4% or $317,703 at 6%; with 100% employer match about $357,416 at 4% or $238,277 at 6%.
Strada Investment Group Retirement Trust-17$3,239,576$486,086$28,593iApproximate average salary by contribution assumption: employee only about $714,832 at 4% or $476,555 at 6%; with 50% employer match about $476,555 at 4% or $317,703 at 6%; with 100% employer match about $357,416 at 4% or $238,277 at 6%.
2023116$2,434,189$330,798$20,675iApproximate average salary by contribution assumption: employee only about $516,872 at 4% or $344,581 at 6%; with 50% employer match about $344,581 at 4% or $229,721 at 6%; with 100% employer match about $258,436 at 4% or $172,291 at 6%.
Strada Investment Group Retirement Trust-16$2,434,189$330,798$20,675iApproximate average salary by contribution assumption: employee only about $516,872 at 4% or $344,581 at 6%; with 50% employer match about $344,581 at 4% or $229,721 at 6%; with 100% employer match about $258,436 at 4% or $172,291 at 6%.
2022116$1,935,166$294,067$18,379iApproximate average salary by contribution assumption: employee only about $459,480 at 4% or $306,320 at 6%; with 50% employer match about $306,320 at 4% or $204,213 at 6%; with 100% employer match about $229,740 at 4% or $153,160 at 6%.
Strada Investment Group Retirement Trust-16$1,935,166$294,067$18,379iApproximate average salary by contribution assumption: employee only about $459,480 at 4% or $306,320 at 6%; with 50% employer match about $306,320 at 4% or $204,213 at 6%; with 100% employer match about $229,740 at 4% or $153,160 at 6%.
2021114$2,037,147$263,500$18,821iApproximate average salary by contribution assumption: employee only about $470,536 at 4% or $313,690 at 6%; with 50% employer match about $313,690 at 4% or $209,127 at 6%; with 100% employer match about $235,268 at 4% or $156,845 at 6%.
Strada Investment Group Retirement Trust-14$2,037,147$263,500$18,821iApproximate average salary by contribution assumption: employee only about $470,536 at 4% or $313,690 at 6%; with 50% employer match about $313,690 at 4% or $209,127 at 6%; with 100% employer match about $235,268 at 4% or $156,845 at 6%.
2020115$1,690,755$239,216$15,948iApproximate average salary by contribution assumption: employee only about $398,693 at 4% or $265,796 at 6%; with 50% employer match about $265,796 at 4% or $177,197 at 6%; with 100% employer match about $199,347 at 4% or $132,898 at 6%.
Strada Investment Group Retirement Trust-15$1,690,755$239,216$15,948iApproximate average salary by contribution assumption: employee only about $398,693 at 4% or $265,796 at 6%; with 50% employer match about $265,796 at 4% or $177,197 at 6%; with 100% employer match about $199,347 at 4% or $132,898 at 6%.
2019115$1,278,806$283,187$18,879iApproximate average salary by contribution assumption: employee only about $471,978 at 4% or $314,652 at 6%; with 50% employer match about $314,652 at 4% or $209,768 at 6%; with 100% employer match about $235,989 at 4% or $157,326 at 6%.
Strada Investment Group Retirement Trust-15$1,278,806$283,187$18,879iApproximate average salary by contribution assumption: employee only about $471,978 at 4% or $314,652 at 6%; with 50% employer match about $314,652 at 4% or $209,768 at 6%; with 100% employer match about $235,989 at 4% or $157,326 at 6%.
2018113$829,224$208,240$16,018iApproximate average salary by contribution assumption: employee only about $400,462 at 4% or $266,974 at 6%; with 50% employer match about $266,974 at 4% or $177,983 at 6%; with 100% employer match about $200,231 at 4% or $133,487 at 6%.
Strada Investment Group Retirement Trust-13$829,224$208,240$16,018iApproximate average salary by contribution assumption: employee only about $400,462 at 4% or $266,974 at 6%; with 50% employer match about $266,974 at 4% or $177,983 at 6%; with 100% employer match about $200,231 at 4% or $133,487 at 6%.
2017113$679,695$252,102$19,392iApproximate average salary by contribution assumption: employee only about $484,812 at 4% or $323,208 at 6%; with 50% employer match about $323,208 at 4% or $215,472 at 6%; with 100% employer match about $242,406 at 4% or $161,604 at 6%.
Strada Investment Group Retirement Trust-13$679,695$252,102$19,392iApproximate average salary by contribution assumption: employee only about $484,812 at 4% or $323,208 at 6%; with 50% employer match about $323,208 at 4% or $215,472 at 6%; with 100% employer match about $242,406 at 4% or $161,604 at 6%.
2016110$331,838$92,722$9,272iApproximate average salary by contribution assumption: employee only about $231,805 at 4% or $154,537 at 6%; with 50% employer match about $154,537 at 4% or $103,024 at 6%; with 100% employer match about $115,903 at 4% or $77,268 at 6%.
Strada Investment Group Retirement Trust-10$331,838$92,722$9,272iApproximate average salary by contribution assumption: employee only about $231,805 at 4% or $154,537 at 6%; with 50% employer match about $154,537 at 4% or $103,024 at 6%; with 100% employer match about $115,903 at 4% or $77,268 at 6%.
201519$227,095$104,788$11,643iApproximate average salary by contribution assumption: employee only about $291,078 at 4% or $194,052 at 6%; with 50% employer match about $194,052 at 4% or $129,368 at 6%; with 100% employer match about $145,539 at 4% or $97,026 at 6%.
Strada Investment Group Retirement Trust-9$227,095$104,788$11,643iApproximate average salary by contribution assumption: employee only about $291,078 at 4% or $194,052 at 6%; with 50% employer match about $194,052 at 4% or $129,368 at 6%; with 100% employer match about $145,539 at 4% or $97,026 at 6%.
201316$84,422$56,632$9,439iApproximate average salary by contribution assumption: employee only about $235,967 at 4% or $157,311 at 6%; with 50% employer match about $157,311 at 4% or $104,874 at 6%; with 100% employer match about $117,983 at 4% or $78,656 at 6%.
Strada Investment Group Retirement Trust-6$84,422$56,632$9,439iApproximate average salary by contribution assumption: employee only about $235,967 at 4% or $157,311 at 6%; with 50% employer match about $157,311 at 4% or $104,874 at 6%; with 100% employer match about $117,983 at 4% or $78,656 at 6%.
201211$17,603$17,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Strada Investment Group Retirement Trust-1$17,603$17,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.