How big is Strongbox Wealth, LLC's plan?

Strongbox Wealth, LLC's plan reported $659K in assets and 7 participants for 2024.

Original filing (PDF)20250730151723NAL0010748514001

Strongbox Wealth, LLC

Name: Strongbox Wealth, LLC — Strongbox Wealth 401(k), Form 5500 (2024)
Creator: Strongbox Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strongbox Wealth 401(k) Profit Sharing Plan

401(k) retirement plan · Strongbox Wealth, LLC's Strongbox Wealth 401(k) Profit Sharing Plan held $659K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

Plan identifiers

Strongbox Wealth, LLC's EIN is 84-2323078.

EIN 84-2323078

Plan number 001

Plan year 2024

ACK ID 20250730151723NAL0010748514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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