Plan Snapshot
- Plan Sponsor: Stratix Systems, INC.
- Sponsor EIN: 231878527
- Sponsor Address: 200 N. PARK ROAD, WYOMISSING, PA, 19610
- Plan Type: 401(k)
- Plan Number: 526
- Total Participants: 72
- Total Assets: $181,078
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 72 | $181,078 | $0 | $0 |
| 2024 | 70 | $50,253 | $523,045 | $270,236 |
| 2023 | 64 | $119,497 | $495,283 | $263,300 |
| 2022 | 70 | $85,212 | $27,439 | $25,511 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $68,823 | — | $68,823 |
| TOMPKINS INSURANCE | Investment Advisor | $25,740 | — | $25,740 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,563
- Estimated Expense Ratio: 52.222% 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 |
|---|---|---|---|---|---|
| 2025 | $803,074 | — | — | — | — |
| 2024 | $857,361 | — | — | — | — |
| 2023 | $685,509 | — | — | — | — |
| 2022 | $42,142 | — | — | — | — |