How big is Strategic Wealth Capital, LLC's plan?

Strategic Wealth Capital, LLC's plan reported $432K in assets and 3 participants for 2024.

Original filing (PDF)20250808114637NAL0013305554001

Strategic Wealth Capital, LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Wealth Capital Retirement Plan

Defined-contribution retirement plan · Strategic Wealth Capital, LLC's Strategic Wealth Capital Retirement Plan held $432K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

Plan identifiers

Strategic Wealth Capital, LLC's EIN is 84-2799005.

EIN 84-2799005

Plan number 001

Plan year 2024

ACK ID 20250808114637NAL0013305554001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Wealth Capital, LLC's plan includes profit-sharing.

Decision-maker contacts

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