Plan Snapshot
- Plan Sponsor: Strategic America, INC.
- Sponsor EIN: 421206760
- Sponsor Address: 6600 WESTOWN PKWY # 100, WEST DES MOINES, IA, 502667708
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $27.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 119 | $27.1M | $390,873 | $989,709 |
| 2023 | 126 | $23.4M | $279,518 | $1.1M |
| 2022 | 137 | $22.1M | $451,221 | $1.0M |
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 |
|---|---|---|---|---|
| CLIFTONLARSENALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSENALLEN — 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 | $75,025 | — | $75,025 | — | — |
| 2023 | $81,371 | — | $81,371 | — | — |
| 2022 | $95,187 | — | $95,187 | — | — |