Stratus Solutions Retirement Plan
Sponsored by Stratus Peo 1 Llc · EIN 920397378 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 1,204
- With balances
- 839
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 |
|---|---|---|
| Jaffe Tilchin Investment Partners, Llc CRD 143608 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $8,805 |
| Jaffe Tilchin Investment Partners L | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $8,105 |