Strategic Retirement

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

132

Total plan assets

$31.4M

Filings (rows)

Direct comp

$15K

Indirect comp

Showing only "STRATEGIC RETIREMENT"

View all 9 variants aggregated →

STRATEGIC RETIREMENT PARTNERS12 STRATEGIC RETIREMENT PLAN CONSULTAN4 STRATEGIC RETIREMENT GROUP3 STRATEGIC RETIREMENT PLAN3 STRATEGIC RETIREMENT PLANS3 STRATEGIC RETIREMENT ADMINSTRATION3 STRATEGIC RETIREMENT ADMINISTRATION

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Trinity Preparatory School of Florida, Inc. Trinity Preparatory School Defined Contribution Retirement Plan · all filings	WINTER PARK, FL	Advisor / Consultant	132	$31.4M	$15K	$0