Plan Snapshot
- Plan Sponsor: Strata-G, LLC
- Sponsor EIN: 010712797
- Sponsor Address: 2027 CASTAIC LANE, KNOXVILLE, TN, 37932
- Plan Type: 401(k)
- Total Participants: 308
- Total Assets: $32.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 308 | $32.5M | $920,402 | $2.3M |
| 2023 | 287 | $31.9M | $815,437 | $2.2M |
| 2022 | 247 | $28.4M | $713,552 | $2.0M |
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 |
|---|---|---|---|---|
| GROSSMAN YANAK & FORD, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $90,348 | $47,517 | $15,765 | — | — |
| 2023 | $81,873 | $43,872 | $17,018 | — | — |
| 2022 | $80,830 | $65,520 | $15,310 | — | — |