# Strata, INC. 401(k) Plan
Source: https://planprovider.pro/companies/strata-inc-401k-plan

> Strata, INC.'s 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Strata, INC.

- **Sponsor EIN:** 820377184

- **Sponsor Address:** 8653 W. HACKAMORE DRIVE, BOISE, ID, 837091667

- **Plan Type:** 401(k)

- **Total Participants:** 93

- **Total Assets:** $7.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|93|$7.7M|$221,185|$419,823|

| 2023|90|$6.8M|$216,170|$406,061|

| 2022|80|$6.3M|$196,393|$392,678|

## 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|

| SORREN CPAS, P.C.|Auditor|$9,500|—|$9,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,500

- **Estimated Expense Ratio:** 0.124% 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|$40,575|$24,150|$6,925|$9,500|—|

| 2023|$56,646|$21,687|$17,959|$17,000|—|

| 2022|$325|—|—|—|$325|

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