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

553

Total plan assets

$10.2M

Filings (rows)

Direct comp

$43K

Indirect comp

Showing only "STRATEGIC RETIREMENT PLANS"

View all 8 variants aggregated →

STRATEGIC RETIREMENT PARTNERS12 STRATEGIC RETIREMENT PLAN CONSULTAN4 STRATEGIC RETIREMENT ADMINSTRATION3 STRATEGIC RETIREMENT PLAN3 STRATEGIC RETIREMENT GROUP3 STRATEGIC RETIREMENT ADMINISTRATION2 STRATEGIC RETIREMENT PLANS

SERVICES PROVIDED

Other service providers2

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Plans served

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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	265	$4.5M	$20K	$0