Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Strategies Wealth Advisors
Strategies Wealth Advisors
- Service provider, as named on Schedule C
- EIN 461428191
- Plan year 2024
- Direct compensation reported $317,395
Assets of those plans
$204,382,292
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$317,395
75% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 50 | Direct payment from the plan | 6 |
| 99 | Other fees | 3 |
| 26 | Investment advisory (participants) | 2 |
| 53 | Insurance brokerage commissions and fees | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Miller, Johnson, Snell & Cummiskey, P.L.C. 401(k) Retirement Savings Plan | Miller Johnson Snell & Cummiskey P.L.C. | $95,645,900 | 204 | $92,160 |
| Auxo Investment Partners, LLC 401(k) Retirement Plan | Auxo Investment Partners | $21,591,430 | 271 | $46,377 |
| American AD BAG Profit Sharing 401(k) Plan and Trust | American AD BAG | $13,661,059 | 109 | $31,139 |
| Elyria/hodge Foundry Company 401(k) Savings & Investment Plan | Elyria Foundry | $12,494,281 | 211 | $27,564 |
| TRM Innovative Hearth Products 401(k) Plan | TRM Innovative Hearth Products | $11,079,784 | 291 | $0 |
| Atlas Die, LLC 401(k) Retirement Savings Plan | Atlas Die | $10,677,902 | 121 | $45,343 |
| WDC 401(k) and Profit Sharing Plan | WDC Acquisition | $8,462,621 | 322 | $0 |
| Burnips Equipment Company 401(k) Plan | Burnips Equipment | $7,252,864 | 166 | $25,575 |
| Precision Products Group, Inc. Retirement Plan | Precision Products Group | $6,459,903 | 124 | $21,220 |
| Middleville Engineered Solutions, LLC | Middleville Engineered Solutions | $6,404,596 | 144 | $16,427 |
| TRM NRE Acquisition LLC 401(k) Plan | TRM NRE Acquisition | $6,388,342 | 168 | $0 |
| Belmont Engineered Plastics, LLC 401(k) Plan | Belmont Engineered Plastics | $4,263,610 | 160 | $11,590 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.