Sponsor portfolio
STRATEGIC FINANCIAL PARTNERS LLC
EIN 81-3150858financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
42
949 SOUTH SHADY GROVE RD - STE 300 - MEMPHIS, TN 38120901-767-5951advisoryfirm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STRATEGIC FINANCIAL PARTNERS 401(K) PLAN | 401k | $1.6M | 42 | 2024 |
Retirement plans