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Original filing (PDF)20231004234539NAL0020575937001
STRATEGIC ASSET MANAGEMENT
Form 5500-SF
FILING_RECEIVED
STRATEGIC TECHNICAL SERVICES, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATEGIC ASSET MANAGEMENT.
Plan sponsor
Name
STRATEGIC ASSET MANAGEMENT
EIN
92-0815044
Address
1224 HELFORD LANE · CARMEL, IN · 46032
Phone
(317) 513-5710
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2023-10-05
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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