Plan Snapshot
- Plan Sponsor: Stratus Group Holdings, INC.
- Sponsor EIN: 920357444
- Sponsor Address: 4343 ANCHOR PLAZA PARKWAY, TAMPA, FL, 33634
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $304,284 | $791,121 |
| 2023 | 77 | $9.9M | $18,102 | $270,165 |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | Recordkeeper | $61,520 | — | $61,520 |
| SLAVIC MUTUAL FUND MANAGEMENT CORP | Recordkeeper | $5,130 | — | $5,130 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,650
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 | $66,650 | $5,130 | $61,520 | — | — |
| 2023 | $21,707 | $1,250 | $20,457 | — | — |