How big is Strategic Estate Planning Services Inc.'s plan?

Strategic Estate Planning Services Inc.'s plan reported $256K in assets and 9 participants for 2025.

Original filing (PDF)20260428221343NAL0009843153037

Strategic Estate Planning Services Inc.

Name: Strategic Estate Planning Services Inc. — Form 5500 Plan 001 (2025)
Creator: Strategic Estate Planning Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Estate Planning Services 401(k) Plan

401(k) retirement plan · Strategic Estate Planning Services Inc.'s Strategic Estate Planning Services 401(k) Plan held $256K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

Plan identifiers

Strategic Estate Planning Services Inc.'s EIN is 75-2761815.

EIN 75-2761815

Plan number 001

Plan year 2025

ACK ID 20260428221343NAL0009843153037

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Strategic Estate Planning Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Strategic Estate Planning Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ESTATE PLANNING SERVICES 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