How big is Strategic Financial Management's plan?

Strategic Financial Management's plan reported $218K in assets and 2 participants for 2024.

Original filing (PDF)20250528064514NAL0018288290001

Strategic Financial Management

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

Form 5500-SF

FILING_RECEIVED

Strategic Financial Management LLC

401(k) retirement plan · Strategic Financial Management's Strategic Financial Management LLC held $218K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$218K

Net assets (EOY)

$218K

People on this filing

DOM Salvemini signed Strategic Financial Management's 2024 Form 5500 as plan administrator.

DOM Salvemini — 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 Financial Management's EIN is 90-0938910.

EIN 90-0938910

Plan number 001

Plan year 2024

ACK ID 20250528064514NAL0018288290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Financial Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Financial Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

STRATEGIC FINANCIAL MANAGEMENT

EIN

all filings

Address

23 BUDAPEST ST · MONROE TOWNSHIP, NJ · 08831

Phone

(301) 922-4087

Industry

Finance & Insurance

Plan administrator