Strata, Inc. 401(k) Plan
Sponsored by Strata, Inc. · EIN 820377184 · Plan #003
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 93
- With balances
- 125
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $24,150 |
| Sorren Cpas, P.C. | Accounting | $9,500 |
| Randall & Hurley | Contract administrator | $6,057 |
| Capital Group Retirement Plan | Recordkeeping fees | $613 |