Original filing (PDF)20250528064514NAL0018288290001

STRATEGIC FINANCIAL MANAGEMENT

Name: STRATEGIC FINANCIAL MANAGEMENT — STRATEGIC FINANCIAL MANAGEMENT LLC, Form 5500 (2024)
Creator: STRATEGIC FINANCIAL MANAGEMENT

Form 5500-SF

FILING_RECEIVED

STRATEGIC FINANCIAL MANAGEMENT LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$218K

Net assets (EOY)

$218K

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).

Decision-maker contacts

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

Plan sponsor

Name

STRATEGIC FINANCIAL MANAGEMENT

EIN

90-0938910all filings

Address

23 BUDAPEST ST · MONROE TOWNSHIP, NJ · 08831

Phone

(301) 922-4087

Industry