Strategic Financial Assoc
Bethesda, MD
Strategic Financial Assoc of Bethesda, MD is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $22,905 in reported broker commissions (plan year 2024).
Quick answer
Strategic Financial Assoc (Bethesda, MD) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Strategic Financial Assoc have?
- Strategic Financial Assoc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Strategic Financial Assoc's largest employer clients?
- By plan participants, the largest include Team Velocity Marketing, LLC (320 participants) and Cato Institute (162 participants).
- How much does Strategic Financial Assoc earn in commissions?
- Insurers reported $22,905 in broker commissions paid to Strategic Financial Assoc for plan year 2024, per Schedule A Part 1.
- Where is Strategic Financial Assoc located?
- Strategic Financial Assoc is based in Bethesda, MD and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Strategic Financial Assoc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Team Velocity Marketing, LLC | VA | 320 | 2022-03-31 |
| Cato Institute | DC | 162 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.