Strata G Profit Sharing Plan
Sponsored by Strata G, Llc · EIN 010712797 · Plan #001
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 308
- With balances
- 269
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $47,517 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $27,066 |
| Tennessee Pension Administrators | Contract administrator | $15,765 |