Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STRATOS WEALTH PARTNERS, LTD.
EIN 27-5273468Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
166
3750 PARK EAST DR., SUITE 200, SUITE 200 - BEACHWOOD, OH 44122440-505-5574
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 166 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STRATOS WEALTH PARTNERS 401(K) PLAN
401k
Assets$7.9M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
STRATOS WEALTH PARTNERS PROFIT SHARING PLAN
ProfitSharing
Assets$1K
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STRATOS WEALTH PARTNERS 401(K) PLAN | 401k | $7.9M | 101 | 2024 | |
| 003 | STRATOS WEALTH PARTNERS PROFIT SHARING PLAN | ProfitSharing | $1K | 65 | 2024 |
Retirement plans
Welfare plans