How big is Stratford Wealth Partners LLC's plan?

Stratford Wealth Partners LLC's plan reported $87K in assets and 5 participants for 2025.

Original filing (PDF)20260430221333NAL0000234659072

Stratford Wealth Partners LLC

Name: Stratford Wealth Partners LLC — Stratford Wealth, Form 5500 (2025)
Creator: Stratford Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stratford Wealth Partners LLC 401(k) Plan

401(k) retirement plan · Stratford Wealth Partners LLC's Stratford Wealth Partners LLC 401(k) Plan held $87K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

Plan identifiers

Stratford Wealth Partners LLC's EIN is 93-3337096.

EIN 93-3337096

Plan number 001

Plan year 2025

ACK ID 20260430221333NAL0000234659072

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stratford Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stratford Wealth Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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