Original filing (PDF)20231128141943NAL0004676579001

Strategic Retirement Solutions, LLC

Name: Strategic Retirement Solutions, LLC — Strategic, Form 5500 (2022)
Creator: Strategic Retirement Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Retirement Solutions, LLC SOCA Benefit Plan

Health & welfare plan · Strategic Retirement Solutions, LLC's Strategic Retirement Solutions, LLC SOCA Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Strategic Retirement Solutions, LLC's 2022 Form 5500 as plan administrator.

Matt Appenzeller — 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 Retirement Solutions, LLC's EIN is 26-1126679.

EIN 26-1126679

Plan number 501

Plan year 2022

ACK ID 20231128141943NAL0004676579001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Strategic Retirement Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Strategic Retirement Solutions, LLC's plan includes health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score