CHAD Carroll signed Strategic Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategic Wealth Management, Inc.'s EIN is 87-2484434.
Download the official 2024 Form 5500 (PDF) for Strategic Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
