Plan Snapshot
- Plan Sponsor: Stratus Unlimited, LLC
- Sponsor EIN: 262382564
- Sponsor Address: 8959 TYLER BLVD., MENTOR, OH, 44060
- Plan Type: 401(k)
- Total Participants: 1,167
- Total Assets: $49.1M
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 | 1,167 | $49.1M | $1.2M | $5.4M |
| 2023 | 1,014 | $44.3M | $946,603 | $4.1M |
| 2022 | 849 | $29.8M | $891,735 | $3.5M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $110,781 | — | $110,781 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $93,222 | — | $93,222 |
| COHEN & COMPANY LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $204,003
- Estimated Expense Ratio: 0.415% 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 | $204,003 | $110,781 | — | — | — |
| 2023 | $150,531 | $80,913 | — | — | — |
| 2022 | $154,167 | — | — | — | — |