Plan Snapshot
- Plan Sponsor: Stratus.Hr
- Sponsor EIN: 453548842
- Sponsor Address: 75 WEST TOWNE RIDGE PARKWAY, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 3,166
- Total Assets: $63.7M
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 | 3,166 | $63.7M | $3.7M | $9.4M |
| 2023 | 2,756 | $53.7M | $3.5M | $8.1M |
| 2022 | 2,601 | $42.5M | $3.4M | $7.8M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | RECORDKEEPER | $286,769 | — | $286,769 |
| SKIDMORE AND OLAUSSON | AUDITOR | $18,100 | — | $18,100 |
| OSAIC WEALTH INC | ADVISOR | — | $10,628 | $10,628 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER
- OSAIC WEALTH INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $315,497
- Estimated Expense Ratio: 0.496% 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 | $304,869 | — | — | $18,100 | — |
| 2023 | $298,921 | — | — | $34,500 | — |
| 2022 | $248,969 | — | — | — | $11,500 |