Strategic Wealth Advisors, LLC (EIN 86-1009023) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $5.2M in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Strategic Wealth Advisors LLC 401(k) Profit Sharing Plan | 003 | 4 | $3.4M |
| Strategic Wealth Advisors, LLC Cash Balance Plan | 004 | 4 | $1.8M |
86-1009023 is the Employer Identification Number (EIN) Strategic Wealth Advisors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
