AUMdb

Stratus.Hr Retirement Plan

Sponsored by Stratus.Hr · EIN 453548842 · Plan #333

Total assets
$63.7M
Net assets
$63.7M
Active participants
3,166
With balances
3,058

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Financial Life Insuran Recordkeeping, Participant loan processing, Investment management fees (indirect) $286,769
Skidmore And Olausson Accounting, Direct payment from the plan $18,100
Osaic Wealth Inc Consulting (general), Insurance agents and brokers, Insurance services $0