How big is Strategic Partners Financial Group's plan?

Strategic Partners Financial Group's plan reported $656K in assets and 21 participants for 2024.

Original filing (PDF)20250721101231NAL0002765586001

Strategic Partners Financial Group

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

Form 5500-SF

FILING_RECEIVED

Strategic Partners Financial Group 401(k) Plan

401(k) retirement plan · Strategic Partners Financial Group's Strategic Partners Financial Group 401(k) Plan held $656K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

People on this filing

Clayton Shearer signed Strategic Partners Financial Group's 2024 Form 5500 as plan administrator.

Clayton Shearer — 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 Partners Financial Group's EIN is 47-3046967.

EIN 47-3046967

Plan number 001

Plan year 2024

ACK ID 20250721101231NAL0002765586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Partners Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Partners Financial Group'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 PARTNERS FINANCIAL GROUP.

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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