Sponsor portfolio
STRATEGY FIRST FINANCE, LLC
EIN 82-2153825financial servicesLatest filing 2025
Plans
1
Retirement
1
$34K assets
Welfare
0
Participants
1
717 N HARWOOD, SUITE 2400 - DALLAS, TX 75201972-499-5579strategyfirstfinance.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 | STRATEGY FIRST FINANCE 401(K) PLAN | 401k | $34K | 1 | 2025 |
Retirement plans