What public Form 5500 filings show about the Strata, Inc. 401(k) plan — and how to find and check your own account.
Strata, Inc. (EIN 82-0377184) reports STRATA, INC. 401(K) PLAN on its most recent Form 5500, with $7.7M in plan assets across 93 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Strata, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Strata, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RANDALL & HURLEY, SORREN CPAS P C, EDWARD JONES.
