How big is Strait Financial Advice, Inc.'s plan?

Strait Financial Advice, Inc.'s plan reported $595K in assets and 3 participants for 2024.

Original filing (PDF)20250718135300NAL0001915905001

Strait Financial Advice, Inc.

Name: Strait Financial Advice, Inc. — Strait Financial, Form 5500 (2024)
Creator: Strait Financial Advice, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strait Financial Advice Retirement Plan

401(k) retirement plan · Strait Financial Advice, Inc.'s Strait Financial Advice Retirement Plan held $595K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$595K

Net assets (EOY)

$595K

Plan identifiers

Strait Financial Advice, Inc.'s EIN is 48-1293912.

EIN 48-1293912

Plan number 001

Plan year 2024

ACK ID 20250718135300NAL0001915905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strait Financial Advice, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strait Financial Advice, Inc.'s 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 STRAIT FINANCIAL ADVICE, INC..

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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