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Benefits Intelligence/Broker Directory/New Jersey

Strategic Wealth Advisory Group

Morristown, NJ

Strategic Wealth Advisory Group of Morristown, NJ is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $468 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$468
plan year 2025

Employer clients

Plan sponsors naming Strategic Wealth Advisory Group on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Vitaquest International LLCNJ6932025-12-31

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.