# Strategic America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/strategic-america-inc-401k-plan

> Strategic America, INC.'s 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-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|$75,025|—|$75,025|—|—|

| 2023|$81,371|—|$81,371|—|—|

| 2022|$95,187|—|$95,187|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/strategic-america-inc-401k-plan)

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