How big is Strategic Wealth Partners Ltd.'s plan?

Strategic Wealth Partners Ltd.'s plan reported $3.1M in assets and 25 participants for 2024.

Original filing (PDF)20250812131046NAL0018256370001

Strategic Wealth Partners Ltd.

Name: Strategic Wealth Partners Ltd. — Strategic Wealth, Form 5500 (2024)
Creator: Strategic Wealth Partners Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Wealth Partners Ltd. 401(k) Plan

401(k) retirement plan · Strategic Wealth Partners Ltd.'s Strategic Wealth Partners Ltd. 401(k) Plan held $3.1M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Steve Dimichele signed Strategic Wealth Partners Ltd.'s 2024 Form 5500 as plan administrator.

Steve Dimichele — 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 Wealth Partners Ltd.'s EIN is 26-2328809.

EIN 26-2328809

Plan number 002

Plan year 2024

ACK ID 20250812131046NAL0018256370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Wealth Partners Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Wealth Partners Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 WEALTH PARTNERS LTD.

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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