How big is Strategic Wealth Partners' plan?

Strategic Wealth Partners' plan reported $10K in assets and 20 participants for 2024.

Original filing (PDF)20250729141535NAL0002916497001

Strategic Wealth Partners

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

Form 5500-SF

FILING_RECEIVED

Strategic Wealth Partners SOCA Benefit Plan

Health & welfare plan · Strategic Wealth Partners' Strategic Wealth Partners SOCA Benefit Plan held $10K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10K

Net assets (EOY)

$4K

People on this filing

Matt Appenzeller signed Strategic Wealth Partners' 2024 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 Wealth Partners' EIN is 26-2328809.

EIN 26-2328809

Plan number 501

Plan year 2024

ACK ID 20250729141535NAL0002916497001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Wealth Partners' 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 WEALTH PARTNERS.

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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