Sponsor portfolio
STRATEGIC ADVISERS LLC
EIN 27-0892275public relations and communicationsLatest filing 2025
Plans
2
Retirement
1
$589K assets
Welfare
1
Participants
14
515 MONMOUTH ST, STE 301 - NEWPORT, KY 41071859-360-3185strategicadvisersllc.comLinkedIn11-50 employeespublic relations and communications
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#001
STRATEGIC ADVISERS, LLC 401(K) PLAN
401k
Assets$589K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
STRATEGIC ADVISERS LLC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STRATEGIC ADVISERS, LLC 401(K) PLAN | 401k | $589K | 10 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STRATEGIC ADVISERS LLC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans