How big is Straits Financial LLC's plan?

Straits Financial LLC's plan reported $1.2M in assets and 37 participants for 2024.

Original filing (PDF)20250630200739NAL0016948048001

Straits Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Straits Financial, LLC

401(k) retirement plan · Straits Financial LLC's Straits Financial, LLC held $1.2M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Nick Rice signed Straits Financial LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Straits Financial LLC's EIN is 27-3675437.

EIN 27-3675437

Plan number 001

Plan year 2024

ACK ID 20250630200739NAL0016948048001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Straits Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRAITS FINANCIAL 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