Plan Ledger DOL Form 5500 · updated monthly

Stratus Team, LLC401(k)

STRATUS TEAM, LLC 401(K) PLAN · MOON TOWNSHIP, PA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Stratus Team, LLC reported $107,601 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $3,152 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 1 year on file its reported administrative ratio rose from 0.26% to 0.30%. 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 990th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,433rd of 11,654 in professional & technical services. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,151,116
Participants with balances399
Active participants440
Employer contributions$1,386,734
Employee contributions$2,868,937
Employer contribution per active participant$3,152
Average account balance$95,617
Benefits paid to participants$4,711,885
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history2
Yearassets · accounts · employer contribution
2024$38.2M · 399 accts · $1.4M emplr
2023$33.5M · 356 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$107,601
Total administrative$107,601
The Stratus Team, LLC 401(k) match · 2024
Employer contribution per active participant$3,152
Median for plans this size$2,416
2024$3,152 per active participant
2023$3,576 per active participant

Stratus Team, 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$107,601
SECURITIES AMERICA ADVISORS, INC. · Investment advisory (plan)indirect comp
OSAIC WEALTH INC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history2
2024$107,601 · 0.30%
2023$88,666 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Magna Legal Services, LLC PA$40.5M · 0.38%
Verinext Corp. PA$39.8M · 0.41%
Arthur H. Thomas Company PA$37.9M · 0.37%
Comoto Holdings,Inc. PA$37.8M · 0.48%
Arm Group LLC PA$37.4M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920865709 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.