Original filing (PDF)20240712144549NAL0020066209001

STRATEGIC FINANCIAL PLANNING, INC.

Name: STRATEGIC FINANCIAL PLANNING, INC. — STRATEGIC FINANCIAL PLANNING, INC. EMPLOYEE GROUP HEALTH PLAN, Form 5500 (2023)
Creator: STRATEGIC FINANCIAL PLANNING, INC.

Form 5500-SF

FILING_RECEIVED

STRATEGIC FINANCIAL PLANNING, INC. EMPLOYEE GROUP HEALTH PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

STRATEGIC FINANCIAL PLANNING, INC.

EIN

75-2839931all filings

Address

6513 PRESTON RD STE 100 · PLANO, TX · 750242692

Phone

(972) 403-1234

Industry

Finance & Insurancesee all

Plan administrator