Strategic Retirement Plan Consultants, Inc.
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ADV data as of Mar 21, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wellthbuilder Pooled Employer Plan Standard Retirement Services, Inc. | 2024 | |
| Kinkisharyo International, Llc 401(k) Plan Kinkisharyo International, Llc | 2024 |
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wellthbuilder Pooled Employer Plan | Standard Retirement Services, Inc. | 2,460 | $47.8M | 01/01/2024 |
| Kinkisharyo International, Llc 401(k) Plan | Kinkisharyo International, Llc | 179 | $23.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/21/2025 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • CONSULTING FEE MAY BE A PERCENTAGE OF ACCOUNT VALUE
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 21, 2025.
View current Form ADV (SEC/IAPD) ↗