How big is Strategic Retail Advisors LLC's plan?

Strategic Retail Advisors LLC's plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20250527080859NAL0003941875001

Strategic Retail Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Retail Advisors LLC 401(k) Plan

401(k) retirement plan · Strategic Retail Advisors LLC's Strategic Retail Advisors LLC 401(k) Plan held $2.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Strategic Retail Advisors LLC's EIN is 80-0124625.

EIN 80-0124625

Plan number 003

Plan year 2024

ACK ID 20250527080859NAL0003941875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Retail Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 STRATEGIC RETAIL 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