How big is Strong Gaddy Lee Wealth Management's plan?

Strong Gaddy Lee Wealth Management's plan reported $1.0M in assets and 2 participants for 2024.

Original filing (PDF)20250924100337NAL0008467056001

Strong Gaddy Lee Wealth Management

Name: Strong Gaddy Lee Wealth Management — Strong Gaddy, Form 5500 (2024)
Creator: Strong Gaddy Lee Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strong Gaddy Lee Wealth Management 401(k) Plan

401(k) retirement plan · Strong Gaddy Lee Wealth Management's Strong Gaddy Lee Wealth Management 401(k) Plan held $1.0M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Shane Gaddy signed Strong Gaddy Lee Wealth Management's 2024 Form 5500 as plan administrator.

Shane Gaddy — 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

Strong Gaddy Lee Wealth Management's EIN is 82-1705947.

EIN 82-1705947

Plan number 001

Plan year 2024

ACK ID 20250924100337NAL0008467056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strong Gaddy Lee Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strong Gaddy Lee Wealth Management'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 STRONG GADDY LEE WEALTH MANAGEMENT.

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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