Plan Snapshot
- Plan Sponsor: Stratus Midco, INC.
- Sponsor EIN: 814307567
- Sponsor Address: 210 NORTH TUCKER BOULEVARD, SAINT LOUIS, MO, 631011941
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $9.5M
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 | 87 | $9.5M | $302,219 | $599,375 |
| 2023 | 89 | $8.1M | $311,748 | $666,694 |
| 2022 | 110 | $6.2M | $229,831 | $664,665 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $36,551 | — | $36,551 |
| CORRECT CAPITAL WEALTH MANAGEMENT L | INVESTMENT ADVISORY | — | $21,032 | $21,032 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CORRECT CAPITAL WEALTH MANAGEMENT L — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,583
- Estimated Expense Ratio: 0.606% 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 | $36,551 | — | $36,551 | — | — |
| 2023 | $29,427 | — | $29,427 | — | — |
| 2022 | $25,166 | — | $25,166 | — | — |