What public Form 5500 filings show about the Stratus Team, LLC 401(k) plan — and how to find and check your own account.
Stratus Team, LLC (EIN 92-0865709) reports STRATUS TEAM, LLC 401(K) PLAN on its most recent Form 5500, with $38.2M in plan assets across 440 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 Stratus Team, LLC 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Stratus Team, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OSAIC WEALTH, SECURITIES AMERICA ADVISORS, MORNINGSTAR INVESTMENT MANAGEMENT L.