How big is Strategic Advisers LLC's plan?

Strategic Advisers LLC's plan reported $5K in assets and 4 participants for 2024.

Original filing (PDF)20251229133058NAL0025957136001

Strategic Advisers LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Advisers LLC CBS Benefit Plan

Health & welfare plan · Strategic Advisers LLC's Strategic Advisers LLC CBS Benefit Plan held $5K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

People on this filing

Joseph HSU signed Strategic Advisers LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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 501

Plan year 2024

ACK ID 20251229133058NAL0025957136001

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 health coverage.

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 (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