What public Form 5500 filings show about the Strategic Retirement Solutions d/b/a Strategic Tax & Retirement 401(k) plan — and how to find and check your own account.
Strategic Retirement Solutions d/b/a Strategic Tax & Retirement (EIN 27-3200343) reports STRATEGIC TAX & RETIREMENT 401(K) PLAN on its most recent Form 5500, with $272K in plan assets across 8 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 Strategic Retirement Solutions d/b/a Strategic Tax & Retirement filing — schedules, fees, and providers.
Strategic Retirement Solutions d/b/a Strategic Tax & Retirement’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 Strategic Retirement Solutions d/b/a Strategic Tax & RetirementHR for the recordkeeper’s name and login.
