How big is Strategic Advisors LLC's plan?

Strategic Advisors LLC's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250806153929NAL0002959073001

Strategic Advisors LLC

Name: Strategic Advisors LLC — Strategic Advisors LLC, Form 5500 (2024)
Creator: Strategic Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Advisors LLC Pension Plan

Defined-benefit pension plan · Strategic Advisors LLC's Strategic Advisors LLC Pension Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Strategic Advisors LLC's EIN is 13-4087611.

EIN 13-4087611

Plan number 002

Plan year 2024

ACK ID 20250806153929NAL0002959073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Advisors LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score