Original filing (PDF)20251014202316NAL0003681521001

STRATEGIC BUSINESS ADVISORY AND TAX, A CA PROF ACCTCY CORP

Name: STRATEGIC BUSINESS ADVISORY AND TAX, A CA PROF ACCTCY CORP — STRATEGIC BUSINESS ADVISORY AND TAX 401(K) PLAN, Form 5500 (2024)
Creator: STRATEGIC BUSINESS ADVISORY AND TAX, A CA PROF ACCTCY CORP

Form 5500-SF

FILING_RECEIVED

STRATEGIC BUSINESS ADVISORY AND TAX 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$109K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGIC BUSINESS ADVISORY AND TAX, A CA PROF ACCTCY CORP.

Plan sponsor

Name

STRATEGIC BUSINESS ADVISORY AND TAX, A CA PROF ACCTCY CORP

EIN

26-0608789all filings

Address

3835-R E. THOUSAND OAKS BLVD. · WESTLAKE VILLAGE, CA · 91362

Phone

(805) 491-4419

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator