Stratus Unlimited, LLC 401(K) Plan — Form 5500 plan (Stratus Unlimited, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Stratus Unlimited, LLC 401(K) Plan is a benefit plan reported by Stratus Unlimited, LLC under EIN 26-2382564 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,084 participants and $44,279,826 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stratus Unlimited, LLC
EIN
26-2382564
Plan number
001
Plan type
2
Location
Mentor, OH
Latest filing year
2023
Participants
1,084
End-of-year plan assets
$44,279,826

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,084H, C20241014104727NAL0013156147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,279,826
Total liabilities (EOY)
$0
Net assets (EOY)
$44,279,826
Net assets (BOY)
$29,775,435

Income & contributions

Employer contributions
$946,603
Participant contributions
$4,141,286
Total contributions
$5,861,795
Total income / additions
$12,157,611

Expenses & distributions

Benefits paid
$3,146,634
Administrative expenses
$150,531
Total expenses
$3,342,185
Net increase / (decrease)
$8,815,426

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$80,913not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$69,618$02023

Related Form 5500 pages