Strategic Retirement Plan Consultants, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Strategic Retirement Plan Consultants, INC.
  • Sponsor EIN: 812204426
  • Sponsor Address: 13 CAPTAIN HANDLEY ROAD, ACTON, MA, 01720
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$0$0
20241$53,316$71,514$7,500
20233$1.2M$44,422$0
20222$1.1M$61,000$0

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