Original filing (PDF)20251007104326NAL0004645569001

STRATEGIC PRACTICE ADVISORS, LLC

Name: STRATEGIC PRACTICE ADVISORS, LLC — STRATEGIC PRACTICE ADVISORS, LLC 401K PROFIT-SHARING PLAN, Form 5500 (2024)
Creator: STRATEGIC PRACTICE ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

STRATEGIC PRACTICE ADVISORS, LLC 401K PROFIT-SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATEGIC PRACTICE ADVISORS, LLC.

Plan sponsor

Name

STRATEGIC PRACTICE ADVISORS, LLC

EIN

45-1998798

Address

3000 N ATLANTIC AVE - UNIT 2 · DAYTONA BEACH, FL · 32118

Phone

(813) 263-8700

Industry

Professional & Technical Servicessee all

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CAMBIO MANAGEMENT, INC.

CAMBIO MANAGEMENT, INC. 401(K) PLAN

$2.1M · 33 participants

TEC BUILDING CONSULTANTS, INC.

TEC BUILDING CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN AND TRUST

$2.1M · 1 participants

TERRI BRADLEY, LLC

TC BRADLEY CONSULTING 401(K) PROFIT SHARING PLAN

$2.1M · 1 participants

LILIAN L. GONG AND ASSOCIATES, INC.

LILIAN L. GONG AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$2.1M · 6 participants

BCCL WORLDWIDE INC