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

Strategic Wealth Advisors, LLC's plan reported $78K in assets and 1 participants for 2024.

Original filing (PDF)20250220094159NAL0005157393001

Strategic Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Strategic Wealth Advisors LLC 401(k)

401(k) retirement plan · Strategic Wealth Advisors, LLC's Strategic Wealth Advisors LLC 401(k) held $78K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

People on this filing

Annette Quigley signed Strategic Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Annette Quigley — 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

Strategic Wealth Advisors, LLC's EIN is 86-1463680.

EIN 86-1463680

Plan number 001

Plan year 2024

ACK ID 20250220094159NAL0005157393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Wealth Advisors, LLC's plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGIC WEALTH ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score