Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STRATEGIC FINANCIAL GROUP L.L.C.
EIN 32-0351655financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
12
16964 ROBBINS ROAD, STE 100A - GRAND HAVEN, MI 49417616-935-7400strategicfg.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 12 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#002
STRATEGIC FINANCIAL GROUP, L.L.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$703K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STRATEGIC FINANCIAL GROUP 401(K) PLAN
401k
Assets$335K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STRATEGIC FINANCIAL GROUP, L.L.C. CASH BALANCE PENSION PLAN | CashBalance | $703K | 4 | 2025 | |
| 001 | STRATEGIC FINANCIAL GROUP 401(K) PLAN | 401k | $335K | 8 | 2025 |
Retirement plans