Plan Ledger DOL Form 5500 · updated monthly

Stratix Corporation401(k)

STRATIX CORPORATION 401(K) PLAN · NORCROSS, GA · plan year 2025

Reported admin expense ratio · 2025
0.47%

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

Stratix Corporation reported $110,733 in plan administrative expenses for 2025: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,300 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 4 years on file its reported administrative ratio has held roughly steady near 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 742nd-largest of 2,160 plans among Georgia employers on file, and the 1,542nd of 4,246 in wholesale trade. In 2025, employees put in $3.17 for every $1.00 the employer contributed; active participation has shrunk from 321 to 241 since 2022.

Plan summary
Net assets, end of year$25,649,437
Participants with balances265
Active participants241
Employer contributions$554,208
Employee contributions$1,755,274
Employer contribution per active participant$2,300
Average account balance$96,790
Benefits paid to participants$2,167,897
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$25.6M · 265 accts · $554K emplr
2024$21.7M · 266 accts · $568K emplr
2023$17.6M · 285 accts · $525K emplr
2022$14.6M · 235 accts · $459K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$43,676
Investment management$67,057
Total administrative$110,733
The Stratix Corporation 401(k) match · 2025
Employer contribution per active participant$2,300
Median for plans this size$2,666
2025$2,300 per active participant
2024$1,540 per active participant
2023$1,443 per active participant
2022$1,429 per active participant

Stratix Corporation's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$67,057

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

Administrative cost history4
2025$110,733 · 0.47%
2024$91,391 · 0.47%
2023$73,794 · 0.46%
2022$71,680 · 0.45%
Same employer
Similar plansWholesale Trade · Georgia
Rotary Corporation GA$28.1M · 0.46%
B & D Industrial, Inc. GA$27.9M · 0.57%
Flint Equipment Company GA$27.5M · 0.20%
Lx Hausys America, Inc. GA$25.5M · 0.71%
Plumbing Distributors, Inc. GA$25.4M · 0.11%
Spanx, LLC GA$25.3M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 581506226 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.