How big is Strategic Global Advisors, LLC's plan?

Strategic Global Advisors, LLC's plan reported $4.6M in assets and 15 participants for 2024.

Original filing (PDF)20250722145116NAL0006410386001

Strategic Global Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Global Advisors, LLC 401(k)

401(k) retirement plan · Strategic Global Advisors, LLC's Strategic Global Advisors, LLC 401(k) held $4.6M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Masha Simonian signed Strategic Global Advisors, LLC's 2024 Form 5500 as plan administrator.

Masha Simonian — 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 Global Advisors, LLC's EIN is 20-4414459.

EIN 20-4414459

Plan number 001

Plan year 2024

ACK ID 20250722145116NAL0006410386001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Global Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 GLOBAL 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

STRATEGIC GLOBAL ADVISORS, LLC

EIN

all filings

Address

100 BAYVIEW CIRCLE · STE 650 · NEWPORT BEACH, CA · 92660

Phone

(949) 438-2601

Industry

Finance & Insurance

Plan administrator