How big is Strategic Financial Group, L.L.C.'s plan?

Strategic Financial Group, L.L.C.'s plan reported $440K in assets and 3 participants for 2024.

Original filing (PDF)20251013115245NAL0000559267001

Strategic Financial Group, L.L.C.

Name: Strategic Financial Group, L.L.C. — Strategic, Form 5500 (2024)
Creator: Strategic Financial Group, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Financial Group, L.L.C. Cash Balance Pension Plan

Defined-benefit pension plan · Strategic Financial Group, L.L.C.'s Strategic Financial Group, L.L.C. Cash Balance Pension Plan held $440K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$440K

Net assets (EOY)

$440K

People on this filing

Terri Tanke signed Strategic Financial Group, L.L.C.'s 2024 Form 5500 as plan administrator.

Terri Tanke — 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 Group, L.L.C.'s EIN is 32-0351655.

EIN 32-0351655

Plan number 002

Plan year 2024

ACK ID 20251013115245NAL0000559267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Financial Group, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Financial Group, L.L.C.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score