How big is CBD Strategic, LLC DBA CBD Advisors' plan?

CBD Strategic, LLC DBA CBD Advisors' plan reported $1.7M in assets and 3 participants for 2025.

Original filing (PDF)20260316134408NAL0003001922001

CBD Strategic, LLC DBA CBD Advisors

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

Form 5500-SF

FILING_RECEIVED

CBD Strategic 401(k) Plan

401(k) retirement plan · CBD Strategic, LLC DBA CBD Advisors' CBD Strategic 401(k) Plan held $1.7M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Kevin Dewine signed CBD Strategic, LLC DBA CBD Advisors' 2025 Form 5500 as plan administrator.

Kevin Dewine — 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

CBD Strategic, LLC DBA CBD Advisors' EIN is 47-2483064.

EIN 47-2483064

Plan number 001

Plan year 2025

ACK ID 20260316134408NAL0003001922001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

CBD Strategic, LLC DBA CBD Advisors' 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 CBD STRATEGIC, LLC DBA CBD ADVISORS.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

CBD STRATEGIC, LLC DBA CBD ADVISORS

EIN

all filings

Address

4027 COLONEL GLENN HIGHWAY, STE 130 · BEAVERCREEK, OH · 45431

Phone

(937) 912-0301

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator