Plan Snapshot
- Plan Sponsor: Stratus Team, LLC
- Sponsor EIN: 920865709
- Sponsor Address: 333 ROUSER ROAD, MOON TOWNSHIP, PA, 15108
- Plan Type: 401(k)
- Total Participants: 440
- Total Assets: $38.2M
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 | 440 | $38.2M | $1.4M | $2.9M |
| 2023 | 403 | $33.5M | $1.4M | $2.3M |
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 | $107,601 | — | $107,601 |
| SECURITIES AMERICA ADVISORS, INC. | INVESTMENT ADVISORY | — | $37,966 | $37,966 |
| OSAIC WEALTH INC | INVESTMENT ADVISORY | — | $14,062 | $14,062 |
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — INVESTMENT ADVISORY
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,629
- Estimated Expense Ratio: 0.418% 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 | $107,601 | — | $107,601 | — | — |
| 2023 | $88,666 | $632 | $88,034 | — | — |