Plan Snapshot
- Plan Sponsor: Strawbridge Studios, INC.
- Sponsor EIN: 560595224
- Sponsor Address: P.O. BOX 3005, DURHAM, NC, 27715
- Plan Type: DC
- Total Participants: 408
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 408 | $15.0M | $0 | $0 |
| 2024 | 386 | $13.0M | $0 | $0 |
| 2023 | 376 | $11.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| BALANCE & STRATEGY ADVISORS, CPAS, | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $109,548 | $61,603 | $47,945 | — | — |
| 2024 | $99,201 | $53,464 | $45,737 | — | — |
| 2023 | $97,177 | $45,655 | $51,522 | — | — |