Sponsor portfolio
STRATEGIC WEALTH PARTNERS LTD
EIN 26-2328809investment managementLatest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
Participants
47
5005 ROCKSIDE ROAD SUITE 1200 - INDEPENDENCE, OH 44131216-800-9000swpconnect.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STRATEGIC WEALTH PARTNERS LTD 401K PLAN
401k
Assets$3.9M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STRATEGIC WEALTH PARTNERS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STRATEGIC WEALTH PARTNERS LTD 401K PLAN | 401k | $3.9M | 31 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STRATEGIC WEALTH PARTNERS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans