Maria Messina signed Strato, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strato, Inc.'s EIN is 22-1997382.
Download the official 2024 Form 5500 (PDF) for Strato, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strato, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WILSHINSKY GROUP | 26-4310632 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $4.5M | 19.1% | |
| NEW YORK LIFE SV ANCHOR ACCT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $3.4M | 14.6% | |
| Principal Core Plus Bond R5 Fd Mutual Funds | Other securities | — | — | $3.3M | 14.1% | |
| Fidelity Mid Cp Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.8M | 7.5% | |
| Pioneer Fundamentl Growth Y Fd Mutual Funds | Other securities | — | — | $1.8M | 7.5% | |
| Principal Div Intl R6 Fund Mutual Funds | Other securities | — | — | $1.7M | 7.1% | |
| Fidelity Sm Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.1M | 4.5% | |
| BlackRock HY Bond Isnt Fund Mutual Funds | Other securities | — | — | $761K | 3.2% | |
| Delaware Emerg Mkts Instl Fund Mutual Funds | Other securities | — | — | $714K | 3.0% | |
| Principal Capital App R5 Fund Mutual Funds | Other securities | — | — | $686K | 2.9% | |
| American Funds NewPrsp R6 Fund Mutual Funds | Mutual Funds | — | — | $580K | 2.5% | |
| AB Small Cap Growth Port K Fund Mutual Funds | Other securities | — | — | $498K | 2.1% | |
| American Century Small Cap Value R6 Fund Mutual Funds | Other securities | — | — | $463K | 2.0% | |
| MFS MID-CAP Growth R3 Fund Mutual Funds | Mutual Funds | — | — | $301K | 1.3% | |
| Baron Real Estate Inst Fund Mutual Funds | Other securities | — | — | $256K | 1.1% | |
| John Hancock Disc Val MC R6 FD Mutual Funds | Other securities | — | — | $235K | 1.0% | |
| maturing through March 2029 - | Other securities | — | — | $160K | 0.7% | |
| BlackRock Srat Inc Opp Inst Fund Mutual Funds | Common Stocks | — | — | $2K | <0.1% | |
| (E) | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
