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

> Stratus Unlimited, LLC's 401(k) plan: 1,167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

## Similar Plans

- [Tasi Holdings, INC.](https://planprovider.pro/companies/tasi-holdings-inc-401k-plan) — 1,260 participants

- [Maz Shared Management Company, LLC](https://planprovider.pro/companies/maz-shared-management-company-llc-plan) — 1,039 participants

- [Chase Industries, INC.](https://planprovider.pro/companies/chase-industries-inc-401k-plan-001-3085) — 1,005 participants

- [Babcock & Wilcox Company](https://planprovider.pro/companies/the-babcock-wilcox-company-401k-plan) — 994 participants

- [Hexion INC.](https://planprovider.pro/companies/hexion-inc-401k-plan) — 890 participants

- [Ats Corporation](https://planprovider.pro/companies/ats-corporation-401k-plan) — 1,471 participants

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

© 2026 PlanProvider.Pro