How big is Strata Financial Group, LLC's plan?

Strata Financial Group, LLC's plan reported $2.3M in assets and 7 participants for 2025.

Original filing (PDF)20260213160120NAL0001746275001

Strata Financial Group, LLC

Name: Strata Financial Group, LLC — Strata Financial, Form 5500 (2025)
Creator: Strata Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strata Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Strata Financial Group, LLC's Strata Financial Group, LLC 401(k) Profit Sharing Plan held $2.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Strata Financial Group, LLC's EIN is 34-1884410.

EIN 34-1884410

Plan number 001

Plan year 2025

ACK ID 20260213160120NAL0001746275001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Strata Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Strata Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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