Plan Snapshot
- Plan Sponsor: Stratos Global Services, LLC
- Sponsor EIN: 300876326
- Sponsor Address: 1 ROCKEFELLER PLAZA, NEW YORK, NY, 10020
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $34.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 87 | $34.1M | $157,908 | $1.2M |
| 2023 | 92 | $29.9M | $265,384 | $1.4M |
| 2022 | 105 | $25.8M | $183,448 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STONE HILL FIDUCIARY MANAGEMENT LL | ADVISOR | $25,000 | — | $25,000 |
| TMI CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TMI CPA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,000
- Estimated Expense Ratio: 0.073% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $20,411 | $25,000 | — | — | — |
| 2023 | $17,663 | $25,000 | — | — | — |
| 2022 | $18,643 | — | — | — | — |