How big is Strategic Financial Services, Inc.'s plan?

Strategic Financial Services, Inc.'s plan reported $13.6M in assets and 35 participants for 2024.

Original filing (PDF)20250731082946NAL0004987793001

Strategic Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Strategic Financial Services Employee 401(k) Profit Sharing Plan

401(k) retirement plan · Strategic Financial Services, Inc.'s Strategic Financial Services Employee 401(k) Profit Sharing Plan held $13.6M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

People on this filing

Nancy Meininger signed Strategic Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Nancy Meininger — 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 Financial Services, Inc.'s EIN is 16-1334685.

EIN 16-1334685

Plan number 001

Plan year 2024

ACK ID 20250731082946NAL0004987793001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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