How big is Stratified Data, LLC's plan?

Stratified Data, LLC's plan reported $1.0M in assets and 2 participants for 2025.

Original filing (PDF)20260508140657NAL0002983123001

Stratified Data, LLC

Name: Stratified Data, LLC — Stratified Data, LLC 401(k), Form 5500 (2025)
Creator: Stratified Data, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stratified Data, LLC 401(k) Retirement Plan

401(k) retirement plan · Stratified Data, LLC's Stratified Data, LLC 401(k) Retirement Plan held $1.0M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Jeffrey Mason signed Stratified Data, LLC's 2025 Form 5500 as plan administrator.

Jeffrey Mason — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stratified Data, LLC's EIN is 20-0996727.

EIN 20-0996727

Plan number 001

Plan year 2025

ACK ID 20260508140657NAL0002983123001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stratified Data, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stratified Data, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

STRATIFIED DATA, LLC

EIN

all filings

Address

130 SEBASTIANS RUN · AUSTIN, TX · 78738

Phone

(512) 712-5893

Industry

Finance & Insurance

Plan administrator