How big is Strategically Aligned Wealth Partners LLC's plan?

Strategically Aligned Wealth Partners LLC's plan reported $205K in assets and 6 participants for 2024.

Original filing (PDF)20250916124822NAL0001186243001

Strategically Aligned Wealth Partners LLC

Name: Strategically Aligned Wealth Partners LLC — Form 5500 Plan 001 (2024)
Creator: Strategically Aligned Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategically Aligned Wealth Partners LLC 401(k) Plan

401(k) retirement plan · Strategically Aligned Wealth Partners LLC's Strategically Aligned Wealth Partners LLC 401(k) Plan held $205K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

Plan identifiers

Strategically Aligned Wealth Partners LLC's EIN is 88-3927152.

EIN 88-3927152

Plan number 001

Plan year 2024

ACK ID 20250916124822NAL0001186243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategically Aligned Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategically Aligned Wealth Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGICALLY ALIGNED WEALTH PARTNERS LLC.

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