Plan Snapshot
- Plan Sponsor: Stratosphere Quality, LLC
- Sponsor EIN: 264248682
- Sponsor Address: 12024 EXIT FIVE PKWY, FISHERS, IN, 46037
- Plan Type: 401(k)
- Total Participants: 1,204
- Total Assets: $12.1M
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 | 1,204 | $12.1M | $712,012 | $2.7M |
| 2023 | 1,296 | $10.2M | $565,605 | $2.5M |
| 2022 | 1,167 | $7.2M | $0 | $1.9M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $118,434 | — | $118,434 |
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $41,339 | — | $41,339 |
| BGBC PARTNERS LLP | ACCOUNTANT | $30,916 | — | $30,916 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- BGBC PARTNERS LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $190,689
- Estimated Expense Ratio: 1.576% 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 | $190,690 | $72,256 | — | — | — |
| 2023 | $107,310 | $30,756 | — | — | — |
| 2022 | $78,702 | — | — | — | — |