How big is Strategic Financial Services COR's plan?

Strategic Financial Services COR's plan reported $640K in assets and 5 participants for 2024.

Original filing (PDF)20250714112129NAL0000992481001

Strategic Financial Services COR

Name: Strategic Financial Services COR — SFS 401(k)/PS, Form 5500 (2024)
Creator: Strategic Financial Services COR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SFS 401(k)/PS Plan

401(k) retirement plan · Strategic Financial Services COR's SFS 401(k)/PS Plan held $640K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$640K

Net assets (EOY)

$640K

People on this filing

Andrew Leithe signed Strategic Financial Services COR's 2024 Form 5500 as plan administrator.

Andrew Leithe — 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 COR's EIN is 22-2830581.

EIN 22-2830581

Plan number 001

Plan year 2024

ACK ID 20250714112129NAL0000992481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Financial Services COR'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 FINANCIAL SERVICES COR.

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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