# Stratus.Hr 401(k) Plan
Source: https://planprovider.pro/companies/stratus-hr-401k-plan

> Stratus.Hr's 401(k) plan: 3,166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-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|

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