How big is Strategic Advisors LLC's plan?

Strategic Advisors LLC's plan reported $734K in assets and 5 participants for 2025.

Original filing (PDF)20260428155708NAL0015327600001

Strategic Advisors LLC

Name: Strategic Advisors LLC — Strategic Advisors, LLC, Form 5500 (2025)
Creator: Strategic Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Strategic Advisors LLC's Strategic Advisors, LLC 401(k) Profit Sharing Plan held $734K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$734K

Net assets (EOY)

$734K

People on this filing

Lawrence E. MAY signed Strategic Advisors LLC's 2025 Form 5500 as plan administrator.

Lawrence E. MAY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Strategic Advisors LLC's EIN is 13-4087611.

EIN 13-4087611

Plan number 004

Plan year 2025

ACK ID 20260428155708NAL0015327600001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Strategic Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Strategic Advisors LLC'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 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score