How big is Strategic Philanthropy, Ltd.'s plan?

Strategic Philanthropy, Ltd.'s plan reported $158K in assets and 8 participants for 2024.

Original filing (PDF)20250327134847NAL0029292368001

Strategic Philanthropy, Ltd.

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Strategic Philanthropy, Ltd. held $158K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$158K

Net assets (EOY)

$158K

Plan identifiers

Strategic Philanthropy, Ltd.'s EIN is 36-4180315.

EIN 36-4180315

Plan number 001

Plan year 2024

ACK ID 20250327134847NAL0029292368001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Philanthropy, Ltd.'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 PHILANTHROPY, 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

STRATEGIC PHILANTHROPY, LTD

EIN

all filings

Address

1700 WEST IRVING PARK ROAD · SUITE 203 · CHICAGO, IL · 60613

Phone

(773) 244-5185

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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