Original filing (PDF)20250628110215NAL0024979346001

SRQ WEALTH MANAGEMENT

Name: SRQ WEALTH MANAGEMENT — SRQ WEALTH MANAGEMENT 401(K) P/S PLAN, Form 5500 (2024)
Creator: SRQ WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

SRQ WEALTH MANAGEMENT 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SRQ WEALTH MANAGEMENT.

Plan sponsor

Name

SRQ WEALTH MANAGEMENT

EIN

27-3442725all filings

Address

1 N TUTTLE AVE STE 1 · SARASOTA, FL · 34237

Phone

(941) 556-9004

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-28

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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