Original filing (PDF)20250314144616NAL0037544912001

Strategic Retirement Solutions, Inc.

Name: Strategic Retirement Solutions, Inc. — Strategic Tax, Form 5500 (2024)
Creator: Strategic Retirement Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Tax & Retirement 401(k) Plan

401(k) retirement plan · Strategic Retirement Solutions, Inc.'s Strategic Tax & Retirement 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

GREG Nelson signed Strategic Retirement Solutions, Inc.'s 2024 Form 5500 as plan administrator.

GREG Nelson — 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 Retirement Solutions, Inc.'s EIN is 27-3200343.

EIN 27-3200343

Plan number 001

Plan year 2024

ACK ID 20250314144616NAL0037544912001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Retirement Solutions, Inc.'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 RETIREMENT SOLUTIONS, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score