How big is Strategic Retirement Solutions, LLC's plan?

Strategic Retirement Solutions, LLC's plan reported $2.3M in assets and 9 participants for 2024.

Original filing (PDF)20251006065238NAL0001890627001

Strategic Retirement Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Retirement Solutions, LLC 401(k) Plan

401(k) retirement plan · Strategic Retirement Solutions, LLC's Strategic Retirement Solutions, LLC 401(k) Plan held $2.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Strategic Retirement Solutions, LLC's EIN is 26-1126679.

EIN 26-1126679

Plan number 001

Plan year 2024

ACK ID 20251006065238NAL0001890627001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Retirement Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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