How big is Str18, LLC's plan?

Str18, LLC's plan reported $4.0M in assets and 18 participants for 2025.

Original filing (PDF)20260324105602NAL0002751809001

Str18, LLC

Name: Str18, LLC — Ascent Wealth Partners 401(k) Plan, Form 5500 (2025)
Creator: Str18, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ascent Wealth Partners 401(k) Plan

401(k) retirement plan · Str18, LLC's Ascent Wealth Partners 401(k) Plan held $4.0M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Ross A. Hoezee signed Str18, LLC's 2025 Form 5500 as plan administrator.

Ross A. Hoezee — 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

Str18, LLC's EIN is 87-1063649.

EIN 87-1063649

Plan number 001

Plan year 2025

ACK ID 20260324105602NAL0002751809001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Str18, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Str18, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STR18, 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

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

Plan sponsor

Name

STR18, LLC

DBA

ASCENT WEALTH PARTNERS

EIN

all filings

Address

333 BRIDGE ST. NW, SUITE 1200 · GRAND RAPIDS, MI · 49503

Phone

(616) 774-2031

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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