Name: Strategic Retirement Solutions d/b/a Strategic Tax & Retirement — Form 5500 Plan 002 (2025)
Creator: Strategic Retirement Solutions d/b/a Strategic Tax & Retirement
License: https://www.usa.gov/government-works

Question 1

Who is the plan administrator for Strategic Retirement Solutions d/b/a Strategic Tax & Retirement?

Accepted Answer

Gregory Brian Nelson signed Strategic Retirement Solutions d/b/a Strategic Tax & Retirement's 2025 Form 5500 as plan administrator.

Question 2

What is Strategic Retirement Solutions d/b/a Strategic Tax & Retirement's EIN?

Accepted Answer

Strategic Retirement Solutions d/b/a Strategic Tax & Retirement's EIN is 27-3200343.

Question 3

Where can I get Strategic Retirement Solutions d/b/a Strategic Tax & Retirement's Form 5500?

Accepted Answer

Download the official 2025 Form 5500 (PDF) for Strategic Retirement Solutions d/b/a Strategic Tax & Retirement from the U.S. Department of Labor's EFAST2 system. You can also view the full filing data on this page.

Question 4

How big is Strategic Retirement Solutions d/b/a Strategic Tax & Retirement's plan?

Accepted Answer

Strategic Retirement Solutions d/b/a Strategic Tax & Retirement's plan reported $272K in assets and 8 participants for 2025.

Question 5

What features does Strategic Retirement Solutions d/b/a Strategic Tax & Retirement's plan have?

Accepted Answer

Strategic Retirement Solutions d/b/a Strategic Tax & Retirement's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Strategic Retirement Solutions d/b/a Strategic Tax & Retirement

Service providers (Schedule C)

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