How big is Strategic Advisory Services LLC's plan?

Strategic Advisory Services LLC's plan reported $3.1M in assets and 5 participants for 2025.

Original filing (PDF)20260416151213NAL0025100995001

Strategic Advisory Services LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Advisory Services LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Strategic Advisory Services LLC's Strategic Advisory Services LL 401(k) Profit Sharing Plan & Trust held $3.1M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Richard A. Grbac signed Strategic Advisory Services LLC's 2025 Form 5500 as plan administrator.

Richard A. Grbac — 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 Advisory Services LLC's EIN is 76-0158805.

EIN 76-0158805

Plan number 001

Plan year 2025

ACK ID 20260416151213NAL0025100995001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Strategic Advisory Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ADVISORY SERVICES 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