Original filing (PDF)20250318124629NAL0003199873001

STRATEGIC WEALTH LEGAL ADVISORS, A PROFESSIONAL CORPORATION

Name: STRATEGIC WEALTH LEGAL ADVISORS, A PROFESSIONAL CORPORATION — SWLA RETIREMENT PLAN, Form 5500 (2024)
Creator: STRATEGIC WEALTH LEGAL ADVISORS, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

SWLA RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATEGIC WEALTH LEGAL ADVISORS, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

STRATEGIC WEALTH LEGAL ADVISORS, A PROFESSIONAL CORPORATION

EIN

74-3091280

Address

3001 DOUGLAS BLVD., SUITE 142 · ROSEVILLE, CA · 95661

Phone

(916) 325-0130

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-18

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1E · Section 401(h) arrangement

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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