Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Strategic Advisors, Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Strategic Advisors, Inc. is named as a service provider on the Schedule C of 3,572 retirement plans with 100 or more participants for plan year 2024, covering 16,759,162 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $288M. Per plan, the median was $20.77 per participant, with the middle half of plans between $11.44 and $34.65. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (458), Texas (381) and New York (269).
In 2009 it appeared on 72 such filings; in 2024, 3,588 (up 4883%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $11.44 | $20.77 | $34.65 |
| Compensation as a share of plan net assets | 0.02% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Amazon 401(k) Plan | Amazon.com Services, LLC | WA | 1,343,800 | $34.6B | $633K |
| Compass Group Retirement Plan | Compass Group USA, Inc. | NC | 312,914 | $2.48B | $79K |
| The TJX Companies, Inc. 401(k) Savings Plan | The TJX Companies, Inc. | MA | 311,623 | $3.66B | $1.0M |
| Starbucks Corporation 401(k) Plan | Starbucks Corporation | WA | 299,619 | $4.89B | $963K |
| Albertsons Companies 401(k) Plan | Albertsons Companies, Inc. | CA | 236,172 | $8.03B | $1.6M |
| Microsoft Corporation Savings Plus 401(k) Plan | Microsoft Corporation | WA | 183,509 | $65.6B | $3.5M |
| Northrop Grumman Savings Plan | Northrop Grumman Corporation | VA | 153,905 | $39.5B | $5.6M |
| Tenet Healthcare Corporation 401(k) Retirement Savings Plan | Tenet Healthcare Corporation | TX | 146,003 | $8.69B | $1.8M |
| 401(k) Savings Plan | Providence Health & Services | WA | 119,632 | $10.1B | $1.4M |
| Whole Foods Market Growing Your Future 401(k) Plan | Whole Foods Market, Inc. | TX | 117,275 | $2.44B | $494K |
| Disney Hourly Savings and Investment Plan | TWDC Enterprises 18 Corp. | CA | 117,208 | $1.55B | $113K |
| Elevance Health 401(k) Plan | Ath Holding Company, LLC | IN | 94,427 | $12.1B | $4.1M |
| Tesla, Inc. 401(k) Plan | Tesla, Inc. | TX | 89,700 | $2.46B | $290K |
| Cleveland Clinic Savings and Investment Plan | The Cleveland Clinic Foundation | OH | 86,817 | $9.21B | $1.1M |
| Vanderbilt University Medical Center Retirement Plan | Vanderbilt University Medical Center | TN | 82,148 | $4.71B | $1.2M |
| Disney Savings and Investment Plan | TWDC Enterprises 18 Corp. | CA | 75,373 | $12.7B | $862K |
| Thermo Fisher Scientific Inc. 401(k) Retirement Plan | Thermo Fisher Scientific Inc. | PA | 72,605 | $10.3B | $254K |
| Banner Health Employees 401(k) Plan | Banner Health | AZ | 72,485 | $4.92B | $1.7M |
| 7-ELEVEN, Inc. 401(k) Plan | 7-ELEVEN, Inc. | TX | 71,029 | $1.05B | $146K |
| Advance Auto Parts, Inc. 401(k) Plan | Advance Stores Company, Inc. | VA | 70,657 | $1.11B | $528K |
| Capital One Financial Corporation Associate Savings Plan | Capital One Financial Corporation | VA | 68,906 | $12.0B | $2.8M |
| General Dynamics Corporation 401(k) Plan 6.0 | General Dynamics Corporation | VA | 68,452 | $12.4B | $2.4M |
| Laboratory Corporation of America Holdings 401(k) Savings Plan | Laboratory Corporation of America Holdings | NC | 67,355 | $4.48B | $877K |
| Centene Management Corporation Retirement Plan | Centene Corporation | MO | 67,132 | $4.72B | $983K |
| Mars Veterinary Health 401(k) Savings Plan | Mars, Incorporated | NJ | 66,642 | $2.56B | $305K |
| The Sherwin-Williams Company 401(k) Plan | The Sherwin-Williams Company | OH | 62,829 | $10.6B | $951K |
| Tractor Supply Company 401(k) Retirement Savings Plan | Tractor Supply Company | TN | 61,116 | $560M | $95K |
| Providence Health & Services 403(b) Value Plan | Providence Health & Services | WA | 60,228 | $6.55B | $915K |
| Truist Financial Corporation 401(k) Savings Plan | Truist Financial Corporation | NC | 59,476 | $9.23B | $2.2M |
| Sysco Corporation Employees' 401(k) Plan | Sysco Corporation | TX | 58,747 | $5.25B | $311K |
| Select Medical Corporation 401(k) Plan | Select Medical Corporation | PA | 58,404 | $2.84B | $865K |
| Medtronic Savings and Investment Plan | Medtronic, Inc. | MN | 55,692 | $13.7B | $2.7M |
| Acosta, Inc. 401(k) Retirement Plan | Acosta, Inc. | FL | 54,936 | $839M | $48K |
| Salesforce 401(k) Plan | Salesforce, Inc. | CA | 54,081 | $9.07B | $1.0M |
| Quanta Services, Inc. 401(k) Savings Plan | Quanta Services Inc. | TX | 54,016 | $2.20B | $863K |
| Johnson Controls Retirement Savings and Investment Plan | Johnson Controls, Inc. | WI | 53,662 | $7.19B | $2.1M |
| Publicis Benefits Connection 401(k) Plan | MMS USA Holdings, Inc. | IL | 53,568 | $5.23B | $761K |
| The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan | The Sherwin-Williams Company | OH | 52,893 | $1.72B | $257K |
| Brinker International 401(k) Savings Plan | Brinker International, Inc. | TX | 52,713 | $495M | $65K |
| CRH Americas 401(k) Plan | CRH | GA | 52,581 | $4.19B | $485K |
Questions and answers
How many plans does Strategic Advisors, Inc. serve?
3,572 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Strategic Advisors, Inc.?
The median plan reported $20.77 per participant in direct and indirect compensation (3,565 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (3,553 plans), Investment advisory (participants) (19 plans), Consulting (general) (4 plans) and Trustee (discretionary) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.