How big is Strategic Wealth Designers, LLC's plan?

Strategic Wealth Designers, LLC's plan reported $4.5M in assets and 79 participants for 2024.

Original filing (PDF)20251014114152NAL0005743442001

Strategic Wealth Designers, LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Wealth Designers, LLC Retirement Plan

401(k) retirement plan · Strategic Wealth Designers, LLC's Strategic Wealth Designers, LLC Retirement Plan held $4.5M in plan assets for 79 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Cindy Cameron signed Strategic Wealth Designers, LLC's 2024 Form 5500 as plan administrator.

Cindy Cameron — 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 Wealth Designers, LLC's EIN is 33-1027701.

EIN 33-1027701

Plan number 001

Plan year 2024

ACK ID 20251014114152NAL0005743442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Wealth Designers, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Wealth Designers, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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