Plan Snapshot
- Plan Sponsor: Stratolaunch, LLC
- Sponsor EIN: 842556131
- Sponsor Address: 555 RICCOMINI ST. BLDG 221, MOJAVE, CA, 93501
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $36.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 364 | $36.1M | $2.4M | $5.6M |
| 2023 | 355 | $24.7M | $1.8M | $4.1M |
| 2022 | 269 | $14.8M | $1.3M | $3.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,186 | — | $19,186 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,609 | — | $13,609 |
| CORDELL, NEHER & COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,795
- Estimated Expense Ratio: 0.091% 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 |
|---|---|---|---|---|---|
| 2024 | $32,795 | $19,186 | — | — | — |
| 2023 | $28,607 | $15,433 | — | — | — |
| 2022 | $19,704 | $10,979 | — | — | — |