Plan Snapshot
- Plan Sponsor: Stratacache INC.
- Sponsor EIN: 311493023
- Sponsor Address: 40 N MAIN ST, STE 2600 DAYTON, DAYTON, OH, 45423
- Plan Type: 401(k)
- Total Participants: 512
- Total Assets: $38.3M
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 | 512 | $38.3M | $891,916 | $2.8M |
| 2023 | 483 | $30.8M | $809,605 | $2.5M |
| 2022 | 460 | $22.9M | $771,072 | $2.5M |
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 |
|---|---|---|---|---|
| SKELLEY & COMPANY | Auditor | — | — | $0 |
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 | -$3,924 | $2,908 | — | — | — |
| 2023 | $777 | $652 | — | — | — |
| 2022 | $1,901 | $1 | — | — | — |