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STRATEGIC WEALTH MANAGEMENT, INC. C/O ACH RETIREMENT PLAN CONSULTANTS — STRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240730142657NAL0045747874001
STRATEGIC WEALTH MANAGEMENT, INC. C/O ACH RETIREMENT PLAN CONSULTANTS
Form 5500-SF
FILING_RECEIVED
STRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STRATEGIC WEALTH MANAGEMENT, INC. C/O ACH RETIREMENT PLAN CONSULTANTS
.
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Plan sponsor
Name
STRATEGIC WEALTH MANAGEMENT, INC. C/O ACH RETIREMENT PLAN CONSULTANTS
EIN
91-1510392
Address
4729 E. SUNRISE DRIVE, PMB 334 · TUCSON, AZ · 85718
Phone
(425) 250-7600
Industry
Finance & Insurance
see all
Plan administrator
Name
ACH RETIREMENT PLAN CONSULTANTS INC
EIN
45-3763537
City
TUCSON, AZ
Phone
(520) 751-9403
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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