How big is Strategic Financial Planning Group Inc.'s plan?

Strategic Financial Planning Group Inc.'s plan reported $2.1M in assets and 2 participants for 2025.

Original filing (PDF)20260501105650NAL0001371072001

Strategic Financial Planning Group Inc.

Name: Strategic Financial Planning Group Inc. — Form 5500 Plan 001 (2025)
Creator: Strategic Financial Planning Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Financial Planning Group, Inc. 401(k)

401(k) retirement plan · Strategic Financial Planning Group Inc.'s Strategic Financial Planning Group, Inc. 401(k) held $2.1M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Brian OROL signed Strategic Financial Planning Group Inc.'s 2025 Form 5500 as plan administrator.

Brian OROL — 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 Financial Planning Group Inc.'s EIN is 30-0194587.

EIN 30-0194587

Plan number 001

Plan year 2025

ACK ID 20260501105650NAL0001371072001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Strategic Financial Planning Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Strategic Financial Planning Group Inc.'s plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGIC FINANCIAL PLANNING GROUP INC.

Finding similar companies…

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