# Strada Education Foundation, INC. DC Plan
Source: https://planprovider.pro/companies/strada-education-foundation-inc-plan-001

> Strada Education Foundation, INC.'s DC plan: 1,169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Strada Education Foundation, INC.

- **Sponsor EIN:** 473044430

- **Sponsor Address:** 10 W. MARKET ST., INDIANAPOLIS, IN, 46204

- **Plan Type:** DC

- **Total Participants:** 1,169

- **Total Assets:** $87.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,169|$87.8M|$2.8M|$5.5M|

| 2023|1,067|$78.2M|$2.4M|$4.9M|

| 2022|1,081|$64.7M|$2.2M|$4.4M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$25,655|—|$25,655|

| PROCOURSE FIDUCIARY ADVISORS, LLC|INVESTMENT ADVISOR|$23,550|—|$23,550|

| CLIFTONLARSONALLEN LLP|ACCOUNTANT/AUDITOR|$11,971|—|$11,971|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,176

- **Estimated Expense Ratio:** 0.070% 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|-$28,761|$49,205|—|$11,971|—|

| 2023|-$31,089|$19,012|—|—|—|

| 2022|-$18,293|$12,616|—|—|—|

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