How big is Strata Wealth Advisors, LLC's plan?

Strata Wealth Advisors, LLC's plan reported $1.4M in assets and 13 participants for 2024.

Original filing (PDF)20250702091419NAL0013433297001

Strata Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Strata Wealth Advisors 401(k) P/S Plan

401(k) retirement plan · Strata Wealth Advisors, LLC's Strata Wealth Advisors 401(k) P/S Plan held $1.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Vyoma Patel signed Strata Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Vyoma Patel — 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

Strata Wealth Advisors, LLC's EIN is 82-1234400.

EIN 82-1234400

Plan number 002

Plan year 2024

ACK ID 20250702091419NAL0013433297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strata Wealth Advisors, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATA WEALTH 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