Karen Kaminski signed Stratus Unlimited, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stratus Unlimited, LLC's EIN is 26-2382564.
Download the official 2024 Form 5500 (PDF) for Stratus Unlimited, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stratus Unlimited, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $111K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $4.9M | 9.9% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $4.5M | 9.2% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $4.4M | 8.9% | |
| FID BLUE CHIP GR Mutual Fund | Mutual Funds | — | — | $4.2M | 8.6% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $3.9M | 8.0% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $3.9M | 7.9% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $3.7M | 7.5% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $3.4M | 6.9% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $2.6M | 5.3% | |
| FID OVERSEAS Mutual Fund | Mutual Funds | — | — | $1.4M | 2.8% | |
| JPM US RSH ENH EQ R6 Mutual Fund | Other securities | — | — | $1.3M | 2.6% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $1.2M | 2.4% | |
| INVS SM CAP VAL R6 Mutual Fund | Other securities | — | — | $1.2M | 2.4% | |
| PARTICIPANT LOANS Maturing through January 2035 | Participant loans | — | — | $1.1M | 2.3% | |
| INVS COMSTOCK R6 Mutual Fund | Other securities | — | — | $1.0M | 2.1% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.0M | 2.1% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $902K | 1.8% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $869K | 1.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $836K | 1.7% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $468K | 1.0% | |
| J H ENTERPRISE T Mutual Fund | Other securities | — | — | $405K | 0.8% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $325K | 0.7% | |
| NUVEEN REALESTATE R6 Mutual Fund | Mutual Funds | — | — | $295K | 0.6% | |
| FIDELITY GOVT INCOME Mutual Fund | Mutual Funds | — | — | $277K | 0.6% | |
| TRP SPECTRUM INCOME Mutual Fund | Other securities | — | — | $208K | 0.4% | |
| PRMTRC INTL EQ R6 Mutual Fund | Other securities | — | — | $167K | 0.3% | |
| FID TOTAL BOND Mutual Fund | Mutual Funds | — | — | $146K | 0.3% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $135K | 0.3% | |
| AF NEW PERSPECT R5 Mutual Fund | Other securities | — | — | $113K | 0.2% | |
| BLKRK LP DYN RET K Mutual Fund | Other securities | — | — | $98K | 0.2% | |
| INVS EQUITY & INC R6 Mutual Fund | Common Stocks | — | — | $64K | 0.1% | |
| 58 10/13/2023 10/4/2024 - 58 - $ 568 Various 8/26/2024 - 568 - $ 55,959 4/5/2024 5/15/2024** - | Other securities | — | — | $56K | 0.1% | |
| CALAMOS EV WLD GR I Mutual Fund | Other securities | — | — | $53K | 0.1% | |
| AS SPL MID CP VAL IS Mutual Fund | Other securities | — | — | $33K | <0.1% | |
| AM CENT SM CAP GR R6 Mutual Fund | Other securities | — | — | $33K | <0.1% | |
| Amount Date Withheld Remitted $ 3,706 7/7/2023 10/5/2024 - | Other securities | — | — | $4K | <0.1% | |
| FID FDM IDX 2070 IPR Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
