How big is Stratos Wealth Partners, Ltd.'s plan?

Stratos Wealth Partners, Ltd.'s plan reported $7.9M in assets and 74 participants for 2024.

Original filing (PDF)20251009150426NAL0004021155001

Stratos Wealth Partners, Ltd.

Name: Stratos Wealth Partners, Ltd. — Stratos Wealth, Form 5500 (2024)
Creator: Stratos Wealth Partners, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stratos Wealth Partners 401(k) Plan

401(k) retirement plan · Stratos Wealth Partners, Ltd.'s Stratos Wealth Partners 401(k) Plan held $7.9M in plan assets for 74 participants in 2024.

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Stratos Wealth Partners, Ltd.'s EIN is 27-5273468.

EIN 27-5273468

Plan number 001

Plan year 2024

ACK ID 20251009150426NAL0004021155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stratos Wealth Partners, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stratos Wealth Partners, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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