# Stratus Team, LLC 401(k) Plan
Source: https://planprovider.pro/companies/stratus-team-llc-401k-plan

> Stratus Team, LLC's 401(k) plan: 440 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-alliance-associates-inc) — INVESTMENT ADVISORY

- [UHY LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stratus-team-llc-401k-plan)

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