How big is Strategic Wealth Management Group, Inc.'s plan?

Strategic Wealth Management Group, Inc.'s plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20251009141128NAL0011630784001

Strategic Wealth Management Group, Inc.

Name: Strategic Wealth Management Group, Inc. — Form 5500 Plan 001 (2024)
Creator: Strategic Wealth Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWMG, Inc. 401(k) Plan

401(k) retirement plan · Strategic Wealth Management Group, Inc.'s SWMG, Inc. 401(k) Plan held $1.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Strategic Wealth Management Group, Inc.'s EIN is 11-3816383.

EIN 11-3816383

Plan number 001

Plan year 2024

ACK ID 20251009141128NAL0011630784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Wealth Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Wealth Management Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGIC WEALTH MANAGEMENT GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score