How big is Houston Strategic Financial Advisors, LLC's plan?

Houston Strategic Financial Advisors, LLC's plan reported $997K in assets and 5 participants for 2024.

Original filing (PDF)20250930141920NAL0013356400001

Houston Strategic Financial Advisors, LLC

Name: Houston Strategic Financial Advisors, LLC — Form 5500 Plan 001 (2024)
Creator: Houston Strategic Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Financial Advisors 401(k) Plan

401(k) retirement plan · Houston Strategic Financial Advisors, LLC's Strategic Financial Advisors 401(k) Plan held $997K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$997K

Net assets (EOY)

$997K

People on this filing

Brent Mitcham signed Houston Strategic Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Brent Mitcham — 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

Houston Strategic Financial Advisors, LLC's EIN is 76-0457231.

EIN 76-0457231

Plan number 001

Plan year 2024

ACK ID 20250930141920NAL0013356400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Houston Strategic Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Houston Strategic Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

HOUSTON STRATEGIC FINANCIAL ADVISORS, LLC

EIN

all filings

Address

21025 SPRING BROOK PLAZA DRIVE · SPRING, TX · 77379

Phone

(281) 444-8732

Industry

Professional & Technical Services

Plan administrator