Original filing (PDF)20250718145919NAL0003253266001

STRATEGIC TAX ADVISORY LLC DBA BASE TAX

Name: STRATEGIC TAX ADVISORY LLC DBA BASE TAX — STRATEGIC TAX ADVISORY LLC 401(K) PLAN, Form 5500 (2024)
Creator: STRATEGIC TAX ADVISORY LLC DBA BASE TAX

Form 5500-SF

FILING_RECEIVED

STRATEGIC TAX ADVISORY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$992

Net assets (EOY)

$992

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGIC TAX ADVISORY LLC DBA BASE TAX.

Plan sponsor

Name

STRATEGIC TAX ADVISORY LLC DBA BASE TAX

EIN

86-1451961all filings

Address

7301 MERCHANT COURT · LAKEWOOD RANCH, FL · 34240

Phone

(941) 867-6771

Industry

Professional & Technical Servicessee all

Plan administrator