Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STRATEGIC PRACTICE ADVISORS, LLC
EIN 45-1998798management consultingLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
8
3000 N ATLANTIC AVE - UNIT 2 - DAYTONA BEACH, FL 32118813-263-8700LinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 8 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
STRATEGIC PRACTICE ADVISORS, LLC 401K PROFIT-SHARING PLAN
401k
Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STRATEGIC PRACTICE ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$651K
Participants4
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 | STRATEGIC PRACTICE ADVISORS, LLC 401K PROFIT-SHARING PLAN | 401k | $2.1M | 4 | 2024 | |
| 002 | STRATEGIC PRACTICE ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $651K | 4 | 2024 |
Retirement plans