Filings through .
Sponsor portfolio
Strategic Wealth Management, Inc.
EIN 87-2484434Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$348K assets
Welfare
0
Participants
4
10772 MAIN ST., SUITE 1 - ROSCOE, IL 61073815-623-1511
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 WEALTH MANAGEMENT 401(K) PLAN | 401(k) | $348K | 4 | 2025 |
Retirement plans