How big is Strata-G, LLC's plan?

Strata-G, LLC's plan reported $32.5M in assets and 308 participants for 2024.

Original filing (PDF)20251006112011NAL0006310400001

Strata-G, LLC

Name: Strata-G, LLC — Strata G Profit Sharing Plan, Form 5500 (2024)
Creator: Strata-G, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Strata G Profit Sharing Plan

401(k) retirement plan · Strata-G, LLC's Strata G Profit Sharing Plan held $32.5M in plan assets for 308 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Active participants

308

Accounts w/ balance

269

Plan assets (EOY)

$32.5M

Net assets (EOY)

$32.5M

Plan identifiers

Strata-G, LLC's EIN is 01-0712797.

EIN 01-0712797

Plan number 001

Plan year 2024

ACK ID 20251006112011NAL0006310400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strata-G, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strata-G, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATA-G, LLC.

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

STRATA-G, LLC

EIN

all filings

Address

2027 CASTAIC LANE · KNOXVILLE, TN · 37932

Phone

(865) 934-3400

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	—	JERSEY CITY, NJ	INVESTMENT ADVISOR	$48K	—

TPA / Administrator

Investments

39 direct securities· $32.2M(99% of reported assets)

Mutual Funds

$26.8M

34 holdings

Common Collective Trusts

$4.2M

3 holdings

Other securities

$878K

1 holding

U.S. Treasuries

$191K

1 holding

					% of plan
Vanguard 500 Index	Common Collective Trusts	—	—	$3.8M	11.7%
American Funds 2030 Target Date	Mutual Funds	—	—	$3.5M	10.6%
American Funds 2025 Target Date	Mutual Funds	—	—	$3.4M	10.5%
American Funds 2035 Target Date	Mutual Funds	—	—	$3.0M	9.3%
American Funds Growth Fund of America	Mutual Funds	—	—	$1.9M	5.8%
American Funds 2050 Target Date	Mutual Funds	—	—	$1.9M	5.7%
American Funds 2040 Target Date	Mutual Funds	—	—	$1.8M	5.6%
American Funds 2020 Target Date	Mutual Funds	—	—	$1.5M	4.6%
Vanguard Mid Cap Index	Mutual Funds	—	—	$1.1M	3.3%
Vanguard Small Cap Index	Mutual Funds	—	—	$1.1M	3.3%
American Funds 2055 Target Date	Mutual Funds	—	—	$999K	3.1%
Vanguard Information Technology Index	Mutual Funds	—	—	$911K	2.8%
Columbia Convertible Securities	Other securities	—	—	$878K	2.7%
American Funds US Government Money Market Fund	Mutual Funds	—	—	$776K	2.4%
American Funds Bond Fund of America	Mutual Funds	—	—	$614K	1.9%
American Funds 2045 Target Date	Mutual Funds	—	—	$433K	1.3%
American Funds Income Fund of America	Mutual Funds	—	—	$401K	1.2%
American Funds American High Income Trust	Mutual Funds	—	—	$369K	1.1%
Vanguard Health Care	Mutual Funds	—	—	$362K	1.1%
American Funds Europacific Growth	Mutual Funds	—	—	$356K	1.1%
DFA Real Estate Securities Fund	Mutual Funds	—	—	$274K	0.8%
Vanguard Emerging Markets Stock Index Fund	Common Collective Trusts	—	—	$270K	0.8%
American Funds 2060 Target Date	Mutual Funds	—	—	$251K	0.8%
American Funds Investment Company of America	Mutual Funds	—	—	$243K	0.7%
American Funds Smallcap World	Mutual Funds	—	—	$242K	0.7%
American Funds 2015 Target Date	Mutual Funds	—	—	$233K	0.7%
American Funds 2065 Target Date	Mutual Funds	—	—	$217K	0.7%
American Funds New Economy	Mutual Funds	—	—	$195K	0.6%
American Funds ST Bond of America	U.S. Treasuries	—	—	$191K	0.6%
American Funds Intermediate Bond Fund of America	Mutual Funds	—	—	$186K	0.6%
Vanguard Energy Index Fund	Common Collective Trusts	—	—	$176K	0.5%
American Funds Washington Mutual Investors Fund	Mutual Funds	—	—	$136K	0.4%
Vanguard FTSE Social Index	Mutual Funds	—	—	$126K	0.4%
American Funds American Balanced	Mutual Funds	—	—	$126K	0.4%
DFA Emerging Markets Small Cap	Mutual Funds	—	—	$118K	0.4%
Vanguard Materials Index	Mutual Funds	—	—	$74K	0.2%
American Funds US Government Securities Fund	Mutual Funds	—	—	$35K	0.1%
American Funds Global Balanced	Mutual Funds	—	—	$25K	<0.1%
American Funds 2010 Target Date	Mutual Funds	—	—	$23K	<0.1%