Original filing (PDF)20250408082915NAL0020071665001

STRATEGIC WEALTH PLANNING, INC.

Name: STRATEGIC WEALTH PLANNING, INC. — STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: STRATEGIC WEALTH PLANNING, INC.

Form 5500-SF

FILING_RECEIVED

STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATEGIC WEALTH PLANNING, INC..

Plan sponsor

Name

STRATEGIC WEALTH PLANNING, INC.

EIN

20-3741670

Address

9220 BONITA BEACH ROAD · SUITE 200-12 · BONITA SPRINGS, FL · 34135

Phone

(239) 653-7812

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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