# Stretto 401(k) Plan
Source: https://planprovider.pro/companies/stretto-401k-plan

> Stretto's 401(k) plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stretto

- **Sponsor EIN:** 200447528

- **Sponsor Address:** 410 EXCHANGE, IRVINE, CA, 92602

- **Plan Type:** 401(k)

- **Total Participants:** 314

- **Total Assets:** $41.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|314|$41.3M|$1.7M|$2.8M|

| 2023|313|$34.4M|$1.5M|$2.6M|

| 2022|294|$26.5M|$1.3M|$2.2M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$54,728|—|$54,728|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY-PLAN|$21,388|—|$21,388|

| GROBSTEIN TEEPLE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY-PLAN

- [GROBSTEIN TEEPLE LLP](https://planprovider.pro/provider/grobstein-teeple-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,116

- **Estimated Expense Ratio:** 0.184% 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|$76,116|$21,388|—|—|—|

| 2023|$86,098|$34,997|—|—|—|

| 2022|$76,011|$34,164|—|—|—|

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

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