Strategic Wealth Accumulation
Altamonte Spgs, FL
Strategic Wealth Accumulation of Altamonte Spgs, FL is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans, with $109,504 in reported broker commissions (plan year 2025).
Quick answer
Strategic Wealth Accumulation (Altamonte Spgs, FL) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Strategic Wealth Accumulation have?
- Strategic Wealth Accumulation is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Strategic Wealth Accumulation's largest employer clients?
- By plan participants, the largest include Longwood Lincoln Mercury, Inc. (360 participants), Amtis, Inc. (291 participants) and Blackfish Federal, LLC (291 participants).
- How much does Strategic Wealth Accumulation earn in commissions?
- Insurers reported $109,504 in broker commissions paid to Strategic Wealth Accumulation for plan year 2025, per Schedule A Part 1.
- Where is Strategic Wealth Accumulation located?
- Strategic Wealth Accumulation is based in Altamonte Spgs, FL.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Strategic Wealth Accumulation 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 |
|---|---|---|---|
| Longwood Lincoln Mercury, Inc. | FL | 360 | 2025-12-31 |
| Amtis, Inc. | FL | 291 | 2024-12-31 |
| Blackfish Federal, LLC | FL | 291 | 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.