Plan Ledger DOL Form 5500 · updated monthly

Strata Products Worldwide LLC401(k)

STRATA PRODUCTS WORLDWIDE 401(K) RETIREMENT PLAN · SANDY SPRINGS, GA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Strata Products Worldwide LLC reported $38,752 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $4,389 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 0.22% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Georgia (1,081st of 2,160), and 515th of 786 in management of companies. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,078,095
Participants with balances98
Active participants81
Employer contributions$355,545
Employee contributions$632,775
Employer contribution per active participant$4,389
Average account balance$133,450
Benefits paid to participants$969,287
Plan auditUnmodified (clean) audit opinion
AuditorRODL LANGFORD DE KOCK LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 98 accts · $356K emplr
2023$11.4M · 105 accts · $353K emplr
2022$9.3M · 102 accts · $272K emplr
The Strata Products Worldwide LLC 401(k) match · 2024
Employer contribution per active participant$4,389
Median for plans this size$2,416
2024$4,389 per active participant
2023$4,304 per active participant
2022$3,493 per active participant

Strata Products Worldwide LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 202412
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$22,898
JP MORGAN FUNDS · Investment managementindirect comp
COLUMBIA FUNDS · Investment managementindirect comp
PIMCO FUNDS · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
PIONEER · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
COHEN & STEERS FUNDS · Investment managementindirect comp
BLACKROCK FUNDS · Investment managementindirect comp
ALLIANCE BERNSTEIN · Investment managementindirect comp
LEGG MASON · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,752 · 0.32%
2023$22,898 · 0.22%
2022$22,481 · 0.22%
Similar plansManagement of Companies · Georgia
Georgia Banking Company GA$13.8M · 0.32%
Can Capital Inc. GA$7.8M · 0.04%
Ted's Montana Grill, Inc. GA$6.9M · 0.79%
A-Com Enterprises, Inc. GA$4.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261736531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.