How big is Strategic Financial Partners, Ltd.'s plan?

Strategic Financial Partners, Ltd.'s plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20251002122254NAL0001238946001

Strategic Financial Partners, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Strategic Financial Partners, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Strategic Financial Partners, Ltd.'s Strategic Financial Partners, Ltd. 401(k) Profit Sharing Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Strategic Financial Partners, Ltd.'s EIN is 26-3247426.

EIN 26-3247426

Plan number 001

Plan year 2024

ACK ID 20251002122254NAL0001238946001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Financial 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 FINANCIAL 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