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

Strategic Wealth Group, LLC's plan reported $186K in assets and 3 participants for 2025.

Original filing (PDF)20260422221006NAL0004046049080

Strategic Wealth Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Wealth Group 401(k) Plan

401(k) retirement plan · Strategic Wealth Group, LLC's Strategic Wealth Group 401(k) Plan held $186K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

People on this filing

Elantha Barry signed Strategic Wealth Group, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Group, LLC's EIN is 46-3476815.

EIN 46-3476815

Plan number 001

Plan year 2025

ACK ID 20260422221006NAL0004046049080

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Strategic Wealth Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 GROUP, LLC.

Finding similar companies…

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

STRATEGIC WEALTH GROUP, LLC

EIN

all filings

Address

11333 N. SCOTTSDALE RD · SUITE 295 · SCOTTSDALE, AZ · 85254

Phone

(602) 635-7722

Industry

Finance & Insurance

Plan administrator