Original filing (PDF)20260402120130NAL0002239633001

Strauss Wealth Advising, Inc. DBA Strauss Financial Group, Inc.

Name: Strauss Wealth Advising, Inc. DBA Strauss Financial Group, Inc. — Form 5500 Plan 001 (2025)
Creator: Strauss Wealth Advising, Inc. DBA Strauss Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strauss Financial Group 401(k) Plan

401(k) retirement plan · Strauss Wealth Advising, Inc. DBA Strauss Financial Group, Inc.'s Strauss Financial Group 401(k) Plan held $2.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Strauss Wealth Advising, Inc. DBA Strauss Financial Group, Inc.'s EIN is 85-0945945.

EIN 85-0945945

Plan number 001

Plan year 2025

ACK ID 20260402120130NAL0002239633001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Strauss Wealth Advising, Inc. DBA Strauss Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Strauss Wealth Advising, Inc. DBA Strauss Financial Group, Inc.'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 STRAUSS WEALTH ADVISING, INC. DBA STRAUSS FINANCIAL GROUP, INC..

Finding similar companies…

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