Providers › Strategic Advisors, Inc.

Strategic Advisors, Inc.

Service provider, as named on Schedule C
EIN 042654524
Plan year 2024
Direct compensation reported $268,006,431

Plans listing this provider

3,464

6.14% of the 56,420 plans with Schedule H financials; 3,064 in 2023

Assets of those plans

$1,371,109,596,972

17.61% of all Schedule H plan assets

Plans where it is the recordkeeper

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$268,006,431

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service code	Meaning	Plans
27	Investment advisory (plan)	3,449
50	Direct payment from the plan	92
26	Investment advisory (participants)	15
51	Investment management fees paid directly by plan	15
16	Consulting (general)	2
10	Accounting (including auditing)	1
23	Insurance services	1
24	Trustee (discretionary)	1

Largest plans served

Plan	Employer	Assets	Participants	Direct compensation
Microsoft Corporation Savings Plus 401k Plan	Microsoft	$65,646,011,638	177,887	$3,520,925
Northrop Grumman Savings Plan	Northrop Grumman	$39,473,777,135	151,821	$5,633,561
Amazon 401(k) Plan	Amazon.com Services	$34,593,744,657	943,213	$633,262
Chevron Employee Savings Investment Plan	Chevron	$20,378,704,663	34,370	$2,893,571
Medtronic Savings and Investment Plan	Medtronic	$13,719,378,000	55,071	$2,741,967
Broadcom U.S. 401(k) Plan	Avago Technologies U.S.	$13,057,884,319	36,751	$253,661
Disney Savings and Investment Plan	TWDC Enterprises 18	$12,726,205,564	72,525	$862,205
General Dynamics Corporation 401(k) Plan 6.0	General Dynamics	$12,395,006,194	66,926	$2,401,042
Elevance Health 401(k) Plan	Elevance Health	$12,109,864,062	90,675	$4,056,009
Capital One Financial Corporation Associate Savings Plan	Capital One Financial	$12,049,528,180	68,883	$2,771,599
Liberty Mutual 401(k) Plan	Liberty Mutual Group	$11,352,606,499	48,718	$1,701,824
Bayer Corporation Savings and Retirement Plan	Bayer	$10,811,159,993	29,901	$2,433,051
The Sherwin-williams Company 401(k) Plan	Sherwin-williams Company 1 Sherwin Way Cleveland Ohio 44113	$10,563,559,628	61,101	$951,339
The Travelers 401(k) Savings Plan	Travelers Companies	$10,385,472,373	41,646	$2,496,245
HP Inc. 401(k) Plan	HP	$10,292,655,097	34,268	$681,752
Thermo Fisher Scientific Inc. 401(k) Retirement Plan	Thermo Fisher Scientific	$10,263,366,209	68,375	$254,171
401(k) Savings Plan	Providence Health & Services	$10,074,085,187	108,009	$1,393,949
Truist Financial Corporation 401(k) Savings Plan	Truist Financial	$9,231,001,739	54,653	$2,248,624
Salesforce 401(k) Plan	Salesforce	$9,072,471,661	53,667	$1,028,275
Tenet Healthcare Corporation 401(k) Retirement Savings Plan	Tenet Healthcare	$8,693,235,208	108,703	$1,834,502
Marathon Petroleum Thrift Plan	Marathon Petroleum	$8,325,133,144	27,613	$1,657,003
BP Employee Savings Plan	BP Corporation North America	$8,263,662,544	19,784	$558,155
TI Contribution and 401(k) Savings Plan	Texas Instruments	$8,120,007,225	21,269	$1,598,401
Albertsons Companies 401(k) Plan	Albertsons Companies	$8,046,580,602	86,543	$1,557,852
General Dynamics Corporation 401(k) Qaca Plan	General Dynamics	$7,914,050,317	43,639	$1,014,920

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.