# Strategic Financial Group, INC. DC Plan
Source: https://planprovider.pro/companies/strategic-financial-group-inc-264450234-001

> Strategic Financial Group, INC.'s DC plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Strategic Financial Group, INC.

- **Sponsor EIN:** 264450234

- **Sponsor Address:** 9816 PALUXY HTS, COLORADO SPRINGS, CO, 80925

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 2

- **Total Assets:** $232,870

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$232,870|$0|$0|

| 2023|2|$223,393|$0|$0|

| 2022|2|$210,661|$0|$0|

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