How big is Strategic Advisory Partners LLC's plan?

Strategic Advisory Partners LLC's plan reported $116K in assets and 6 participants for 2024.

Original filing (PDF)20250718135326NAL0002691968001

Strategic Advisory Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Advisory Partners 401(k) Plan

401(k) retirement plan · Strategic Advisory Partners LLC's Strategic Advisory Partners 401(k) Plan held $116K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

People on this filing

Marcus Bowie signed Strategic Advisory Partners LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Advisory Partners LLC's EIN is 26-3344520.

EIN 26-3344520

Plan number 001

Plan year 2024

ACK ID 20250718135326NAL0002691968001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Advisory Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ADVISORY PARTNERS 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