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  1. Companies/
  2. Strategic Financial Services, Inc.

Filings through Oct 24, 2026.

Strategic Financial Services, Inc.

EIN 16-1334685-financial services-Latest filing 2025
Plans
1
Retirement
1
$16.3M assets
Health & Benefits
0
Participants
48
114 BUSINESS PARK DR - UTICA, NY 135026302315-735-7553investstrategic.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$16.3M - 48 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN

401(k)

Assets$16.3M
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN401(k)$16.3M482025
  • STRATEGIC FINANCIAL SERVICES EMPLOYEE 401K PROFIT SHARING PLAN$16.3M
    #001 · 401(k) · 202548
Retirement plans
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