How big is St. Croix Wealth Strategies' plan?

St. Croix Wealth Strategies' plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250718085537NAL0001438177001

St. Croix Wealth Strategies

Name: St. Croix Wealth Strategies — Form 5500 (2024)
Creator: St. Croix Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · St. Croix Wealth Strategies held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Bradley VICK signed St. Croix Wealth Strategies' 2024 Form 5500 as plan administrator.

Bradley VICK — 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

St. Croix Wealth Strategies' EIN is 90-0329633.

EIN 90-0329633

Plan number 001

Plan year 2024

ACK ID 20250718085537NAL0001438177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for St. Croix Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

St. Croix Wealth Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. CROIX WEALTH STRATEGIES.

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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