How big is Strategic Advisers, LLC's plan?

Strategic Advisers, LLC's plan reported $589K in assets and 7 participants for 2024.

Original filing (PDF)20250717150516NAL0000519361001

Strategic Advisers, LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Advisers, LLC 401(k) Plan

401(k) retirement plan · Strategic Advisers, LLC's Strategic Advisers, LLC 401(k) Plan held $589K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$589K

Net assets (EOY)

$589K

People on this filing

GREG Greene signed Strategic Advisers, LLC's 2024 Form 5500 as plan administrator.

GREG Greene — 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 Advisers, LLC's EIN is 27-0892275.

EIN 27-0892275

Plan number 001

Plan year 2024

ACK ID 20250717150516NAL0000519361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Advisers, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ADVISERS, 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