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

Question 1

Who is the plan administrator for Strategic Wealth Design, LLC DBA Strategic Wealth Design?

Accepted Answer

TARA Evans, for TAG Resources signed Strategic Wealth Design, LLC DBA Strategic Wealth Design's 2024 Form 5500 as plan administrator.

Question 2

What is Strategic Wealth Design, LLC DBA Strategic Wealth Design's EIN?

Accepted Answer

Strategic Wealth Design, LLC DBA Strategic Wealth Design's EIN is 81-4518440.

Question 3

Where can I get Strategic Wealth Design, LLC DBA Strategic Wealth Design's Form 5500?

Accepted Answer

Download the official 2024 Form 5500 (PDF) for Strategic Wealth Design, LLC DBA Strategic Wealth Design from the U.S. Department of Labor's EFAST2 system. You can also view the full filing data on this page.

Question 4

How big is Strategic Wealth Design, LLC DBA Strategic Wealth Design's plan?

Accepted Answer

Strategic Wealth Design, LLC DBA Strategic Wealth Design's plan reported $67K in assets and 10 participants for 2024.

Question 5

What features does Strategic Wealth Design, LLC DBA Strategic Wealth Design's plan have?

Accepted Answer

Strategic Wealth Design, LLC DBA Strategic Wealth Design's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Strategic Wealth Design, LLC DBA Strategic Wealth Design

Service providers (Schedule C)

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