Stratos 401(K) Plan — Form 5500 plan (Stratos Global Services, 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, Stratos 401(K) Plan is a benefit plan reported by Stratos Global Services, LLC under EIN 30-0876326 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $29,868,608 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$29.9MPlan net assets, end of year$29,868,608
Participants276Covered participants reported
Assets / participant$108.2KComputed: assets ÷ participants$108,220 (computed)
Provider compensation$17.7K2 Schedule C provider row(s)$17,663
Plan sponsor
Stratos Global Services, LLC
EIN
30-0876326
Plan number
001
Plan type
3
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20240924073148NAL0004542755001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$29.9M total assets
Net assets$29.9MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$3.3M
Benefits paid / distributions$3.3M
Contributions
Employer$265.4K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$29,868,608
Total liabilities (EOY)
$0
Net assets (EOY)
$29,868,608
Net assets (BOY)
$25,815,129

Income & contributions

Employer contributions
$265,384
Participant contributions
$1,421,996
Total contributions
$1,764,538
Total income / additions
$7,376,399

Expenses & distributions

Benefits paid
$3,305,257
Administrative expenses
$17,663
Total expenses
$3,322,920
Net increase / (decrease)
$4,053,479
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stone Hill Fiduciary Management LlADVISOR$25,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$7,337$02023

Related Form 5500 pages