Plan Ledger DOL Form 5500 · updated monthly

Stratus Unlimited, LLC401(k)

STRATUS UNLIMITED, LLC 401(K) PLAN · MENTOR, OH · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Stratus Unlimited, LLC reported $204,003 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $987 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 fell from 0.47% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 664th-largest of 3,295 plans among Ohio employers on file, and the 3,192nd of 13,661 in manufacturing. In 2024, employees put in $4.66 for every $1.00 the employer contributed; active participation has grown from 849 to 1,167 since 2022.

Plan summary
Net assets, end of year$49,131,774
Participants with balances1,276
Active participants1,167
Employer contributions$1,152,015
Employee contributions$5,365,972
Employer contribution per active participant$987
Average account balance$38,505
Benefits paid to participants$8,862,431
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.1M · 1,276 accts · $1.2M emplr
2023$44.3M · 1,242 accts · $947K emplr
2022$29.8M · 953 accts · $892K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,222
Investment management$110,781
Total administrative$204,003
The Stratus Unlimited, LLC 401(k) match · 2024
Employer contribution per active participant$987
Median for plans this size$2,416
2024$987 per active participant
2023$934 per active participant
2022$1,050 per active participant

Stratus Unlimited, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$110,781
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$93,222

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$204,003 · 0.44%
2023$150,531 · 0.41%
2022$154,167 · 0.47%
Same employer
Similar plansManufacturing · Ohio
Michelman, Inc. OH$50.2M · 0.07%
Gooch & Housego (Ohio) LLC. OH$50.0M · 0.36%
The Dupps Company OH$49.3M · 0.12%
Gold Medal Products Co. OH$48.9M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262382564 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.