How big is Astoria Strategic Wealth, Inc.'s plan?

Astoria Strategic Wealth, Inc.'s plan reported $2.9M in assets and 7 participants for 2024.

Original filing (PDF)20250710150553NAL0005654497001

Astoria Strategic Wealth, Inc.

Name: Astoria Strategic Wealth, Inc. — Astoria Strategic, Form 5500 (2024)
Creator: Astoria Strategic Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Astoria Strategic Wealth 401(k) Plan

401(k) retirement plan · Astoria Strategic Wealth, Inc.'s Astoria Strategic Wealth 401(k) Plan held $2.9M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Astoria Strategic Wealth, Inc.'s EIN is 74-2957940.

EIN 74-2957940

Plan number 001

Plan year 2024

ACK ID 20250710150553NAL0005654497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Astoria Strategic Wealth, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Astoria Strategic Wealth, Inc.'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 ASTORIA STRATEGIC WEALTH, 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