Plan Snapshot
- Plan Sponsor: Strategix Management, LLC
- Sponsor EIN: 811479787
- Sponsor Address: P.O. BOX 96503, PMB 39101, WASHINGTON, DC, 20037
- Plan Type: 401(k)
- Total Participants: 686
- Total Assets: $6.8M
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 | 686 | $6.8M | $585,739 | $952,081 |
| 2023 | 468 | $3.2M | $432,388 | $784,983 |
| 2022 | 382 | $1.7M | $321,743 | $551,664 |
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 |
|---|---|---|---|---|
| A.C. EVANS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- A.C. EVANS, LLC — 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 | $27,011 | — | $19,766 | — | — |
| 2023 | $7,989 | $7,989 | — | — | — |
| 2022 | $2,202 | $2,202 | — | — | — |