Strata Products Worldwide 401(K) Retirement Plan — Form 5500 plan (Strata Products Worldwide LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Strata Products Worldwide 401(K) Retirement Plan is a benefit plan reported by Strata Products Worldwide LLC under EIN 26-1736531 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $11,366,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strata Products Worldwide LLC
- EIN
- 26-1736531
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy Springs, GA
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $11,366,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20240926134156NAL0001631426001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,366,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,366,213
- Net assets (BOY)
- $9,264,523
Income & contributions
- Employer contributions
- $352,923
- Participant contributions
- $542,822
- Total contributions
- $950,909
- Total income / additions
- $2,797,975
Expenses & distributions
- Benefits paid
- $673,387
- Administrative expenses
- $22,898
- Total expenses
- $696,285
- Net increase / (decrease)
- $2,101,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $22,898 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Pioneer | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Alliance Bernstein | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Strata Products Worldwide LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Sandy Springs, GA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Pioneer — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Legg Mason — Schedule C compensation
- Alliance Bernstein — Schedule C compensation