How big is Strategic Wealth Management, LLC's plan?

Strategic Wealth Management, LLC's plan reported $594K in assets and 5 participants for 2025.

Original filing (PDF)20260127132038NAL0003248352001

Strategic Wealth Management, LLC

Name: Strategic Wealth Management, LLC — Strategic Wealth, Form 5500 (2025)
Creator: Strategic Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Strategic Wealth Management, LLC's Strategic Wealth Management 401(k) Profit Sharing Plan held $594K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$594K

Net assets (EOY)

$594K

People on this filing

Matt Condit signed Strategic Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Matt Condit — 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 Wealth Management, LLC's EIN is 75-2860679.

EIN 75-2860679

Plan number 001

Plan year 2025

ACK ID 20260127132038NAL0003248352001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Strategic Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Strategic Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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