Plan Ledger DOL Form 5500 · updated monthly

Stratus Aviation LLC401(k)

STRATUS AVIATION LLC 401(K) PLAN · NEW CASTLE, DE · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Stratus Aviation LLC reported $27,932 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $901 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 0.68% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Delaware (204th of 242), and 10,170th of 11,654 in professional & technical services. In 2024, employees put in $3.32 for every $1.00 the employer contributed; active participation has shrunk from 211 to 159 since 2022.

Plan summary
Net assets, end of year$4,002,145
Participants with balances109
Active participants159
Employer contributions$143,182
Employee contributions$475,179
Employer contribution per active participant$901
Average account balance$36,717
Benefits paid to participants$606,088
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 109 accts · $143K emplr
2023$3.3M · 100 accts · $112K emplr
2022$2.5M · 121 accts · $183K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,955
Investment management$12,977
Total administrative$27,932
The Stratus Aviation LLC 401(k) match · 2024
Employer contribution per active participant$901
Median for plans this size$1,313
2024$901 per active participant
2023$613 per active participant
2022$868 per active participant

Stratus Aviation LLC's 2024 employer contribution ran below the $1,313 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$14,955
KATHMERE CAPITAL MANAGEMENT · Investment advisory (plan)$12,977

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$27,932 · 0.76%
2023$25,826 · 0.89%
2022$16,734 · 0.68%
Same employer
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Pt Services Delaware LLC DE$1.8M · 0.09%
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Hydrogen Group LLC DE$771K · 1.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800645476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.