How big is Strategic Financial Solutions, LLC's plan?

Strategic Financial Solutions, LLC's plan reported $3.5M in assets and 16 participants for 2024.

Original filing (PDF)20250711092757NAL0006173537001

Strategic Financial Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Financial Solutions Retirement Plan

401(k) retirement plan · Strategic Financial Solutions, LLC's Strategic Financial Solutions Retirement Plan held $3.5M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Strategic Financial Solutions, LLC's EIN is 57-1185164.

EIN 57-1185164

Plan number 001

Plan year 2024

ACK ID 20250711092757NAL0006173537001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Financial Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGIC FINANCIAL SOLUTIONS, 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