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STRATEGIC FINANCIAL PARTNERS, LTD

EIN 26-3247426-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
4
5454 RIVER ROAD N, # 20190 - KEIZER, OR 97307503-467-7832strategicfinanceinc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.6M - 4 part

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Retirement#001

STRATEGIC FINANCIAL PARTNERS, LTD 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STRATEGIC FINANCIAL PARTNERS, LTD 401(K) PROFIT SHARING PLAN401k$1.6M42024
Retirement plans
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