Plan Snapshot
- Plan Sponsor: Stratas Foods LLC
- Sponsor EIN: 900426828
- Sponsor Address: 7000 GOODLETT FARMS PARKWAY, CORDOVA, TN, 38016
- Plan Type: 401(k)
- Total Participants: 1,003
- Total Assets: $82.8M
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 | 1,003 | $82.8M | $3.8M | $3.9M |
| 2023 | 789 | $70.9M | $3.3M | $3.4M |
| 2022 | 788 | $58.1M | $3.1M | $3.1M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES, L | RECORDKEEPER | $54,129 | — | $54,129 |
| VOYA RETIREMENT ADVISORS, LLC | INVESTMENT ADVISOR | $30,231 | — | $30,231 |
| CREATIVE PLANNING | INVESTMENT ADVISOR | $14,450 | — | $14,450 |
| TIDAL | INVESTMENT ADVISOR | $8,186 | — | $8,186 |
| FMGK LLC | ACCOUNTING | $8,114 | — | $8,114 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA RETIREMENT ADVISORS, LLC — INVESTMENT ADVISOR
- CREATIVE PLANNING — INVESTMENT ADVISOR
- FMGK LLC — ACCOUNTING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,110
- Estimated Expense Ratio: 0.139% 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 | $173,397 | $52,867 | $69,287 | $8,114 | — |
| 2023 | $154,252 | $51,347 | $55,996 | $8,000 | — |
| 2022 | $108,822 | — | — | — | — |