# Stratix Systems, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/stratix-systems-inc-231878527-526

> Stratix Systems, INC.'s Health & Welfare plan: 72 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Stratix Systems, INC.

- **Sponsor EIN:** 231878527

- **Sponsor Address:** 200 N. PARK ROAD, WYOMISSING, PA, 19610

- **Plan Type:** Health & Welfare

- **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|—|—|—|—|

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