Plan Snapshot
- Plan Sponsor: Strato, INC.
- Sponsor EIN: 221997382
- Sponsor Address: 49 STOUTS LN STE 7, MONMOUTH JUNCTION, NJ, 08852
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $23.6M
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 | 99 | $23.6M | $506,947 | $885,793 |
| 2023 | 102 | $22.3M | $332,879 | $819,307 |
| 2022 | 98 | $21.8M | $344,977 | $875,831 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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 | $93,907 | — | $93,907 | — | — |
| 2023 | $107,691 | $13,839 | $93,852 | — | — |
| 2022 | $95,522 | $131 | $95,391 | — | — |