Original filing (PDF)20250527080859NAL0003941875001

STRATEGIC RETAIL ADVISORS LLC

Name: STRATEGIC RETAIL ADVISORS LLC — STRATEGIC RETAIL ADVISORS LLC 401(K) PLAN, Form 5500 (2024)
Creator: STRATEGIC RETAIL ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

STRATEGIC RETAIL ADVISORS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATEGIC RETAIL ADVISORS LLC.

Plan sponsor

Name

STRATEGIC RETAIL ADVISORS LLC

EIN

80-0124625

Address

1001 N US HWY 1 · STE 710 · JUPITER, FL · 33477

Phone

(561) 743-8724

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

TABAK, MELLUSI & SHISHA LLP

TABAK, MELLUSI & SHISHA PROFIT SHARING PLAN

$2.4M · 6 participants

LAW OFFICE OF FRANK M. LIMA

LAW OFFICE OF FRANK M. LIMA 401(K) PROFIT SHARING PLAN AND TRUST

$2.4M · 5 participants

ARRIOLA LAW FIRM

ARRIOLA LAW FIRM 401(K) RETIREMENT SAVINGS PLAN

$2.4M · 10 participants

FRESHMAN AND FRESHMAN, LLC

FRESHMAN AND FRESHMAN, LLC 401(K) PROFIT SHARING PLAN

$2.4M · 1 participants

JOHN E READE ATTORNEY AT LAW

JOHN E READE 401(K) PLAN