How big is Strategic Retirement Group's plan?

Strategic Retirement Group's plan reported $3.3M in assets and 6 participants for 2025.

Original filing (PDF)20260428093503NAL0021255330001

Strategic Retirement Group

Name: Strategic Retirement Group — SRG Safe Harbor 401(k), Form 5500 (2025)
Creator: Strategic Retirement Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SRG Safe Harbor 401(k)

401(k) retirement plan · Strategic Retirement Group's SRG Safe Harbor 401(k) held $3.3M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Peter Weiler signed Strategic Retirement Group's 2025 Form 5500 as plan administrator.

Peter Weiler — 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 Retirement Group's EIN is 65-0337158.

EIN 65-0337158

Plan number 001

Plan year 2025

ACK ID 20260428093503NAL0021255330001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Strategic Retirement Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 RETIREMENT 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