Stratus Team, Llc 401(k) Plan
Sponsored by Stratus Team, Llc · EIN 920865709 · Plan #001
- Total assets
- $38.2M
- Net assets
- $38.2M
- Active participants
- 440
- With balances
- 399
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $107,601 |
| Securities America Advisors, Inc. | Investment advisory (plan), Other fees | $0 |
| Osaic Wealth Inc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |