What public Form 5500 filings show about the Strait Financial Advice, Inc. 401(k) plan — and how to find and check your own account.
Strait Financial Advice, Inc. (EIN 48-1293912) reports STRAIT FINANCIAL ADVICE RETIREMENT PLAN on its most recent Form 5500, with $595K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Strait Financial Advice, Inc. filing — schedules, fees, and providers.
Strait Financial Advice, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Strait Financial Advice, Inc.HR for the recordkeeper’s name and login.
