Strategic Retirement Plans

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

799

Total plan assets

$15.1M

Filings (rows)

Direct comp

$65K

Indirect comp

Showing only "STRATEGIC RETIREMENT PLANS"

View all 10 variants aggregated →

STRATEGIC RETIREMENT PARTNERS13 STRATEGIC RETIREMENT PLAN CONSULTAN4 STRATEGIC RETIREMENT PLANS3 STRATEGIC RETIREMENT GROUP3 STRATEGIC RETIREMENT PLAN3 STRATEGIC RETIREMENT ADMINSTRATION3 STRATEGIC RETIREMENT ADMINISTRATION

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
St. Anne Institute St. Anne Institute 403(b) Plan · all filings	ALBANY, NY	Other service providers	288	$5.6M	$23K	$0
St. Anne Institute St. Anne Institute 403(b) Plan · all filings	ALBANY, NY	Other service providers	246	$4.9M	$22K	$0
St. Anne Institute St. Anne Institute 403(b) Plan · all filings	ALBANY, NY	Other service providers	265	$4.5M	$20K	$0