Plan Ledger DOL Form 5500 · updated monthly

Strata-G, LLC401(k)

STRATA G PROFIT SHARING PLAN · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Strata-G, LLC reported $90,348 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,988 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.26% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 391st-largest of 1,496 plans among Tennessee employers on file, and the 3,905th of 11,654 in professional & technical services. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 247 to 308 since 2022.

Plan summary
Net assets, end of year$32,538,599
Participants with balances269
Active participants308
Employer contributions$920,402
Employee contributions$2,312,960
Employer contribution per active participant$2,988
Average account balance$120,961
Benefits paid to participants$7,406,738
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN YANAK & FORD, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$32.5M · 269 accts · $920K emplr
2023$31.9M · 263 accts · $815K emplr
2022$28.4M · 257 accts · $714K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,831
Investment management$47,517
Total administrative$90,348
The Strata-G, LLC 401(k) match · 2024
Employer contribution per active participant$2,988
Median for plans this size$2,416
2024$2,988 per active participant
2023$2,841 per active participant
2022$2,889 per active participant

Strata-G, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
OSAIC WEALTH INC · Investment advisory (plan)$47,517
CAPITAL GROUP RETIREMENT PLAN SERVI$27,066
TENNESSEE PENSION ADMINISTRATORS · Contract administrator$15,765

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$90,348 · 0.28%
2023$81,873 · 0.27%
2022$80,830 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Tennessee
Qualifacts Systems, LLC TN$33.2M · 0.40%
Emma, Inc. TN$31.3M · 0.30%
Jsb Management Company TN$29.7M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010712797 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.