Colin Thompson signed Stratus.HR's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stratus.HR's EIN is 45-3548842.
Download the official 2024 Form 5500 (PDF) for Stratus.HR from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stratus.HR'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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $287K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LG 2040 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $8.5M | 13.4% | |
| TRANSAMERICA LG 2050 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $7.2M | 11.3% | |
| TRANSAMERICA LG 2045 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $6.7M | 10.5% | |
| TRANSAMERICA LG 2035 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $5.5M | 8.7% | |
| TRANSAMERICA LG 2060 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $5.0M | 7.9% | |
| TRANSAMERICA LG 2055 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $4.7M | 7.4% | |
| TA VANGUARD TTL STOCK MKT IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $4.1M | 6.4% | |
| TRANSAMERICA LG 2030 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $4.0M | 6.3% | |
| MFS Growth Mutual fund | Mutual Funds | — | — | $2.8M | 4.5% | |
| MFS GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 383 | Pooled Separate Account | — | — | $2.8M | 4.5% | |
| Investment in Insurance Company General Account | Common Stocks | — | — | $1.8M | 2.9% | |
| TRANSAMERICA LG 2025 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $1.4M | 2.2% | |
| DELAWARE IVY SCIENCE & TECH INV TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 090 | Pooled Separate Account | — | — | $1.3M | 2.1% | |
| Participant Notes Receivable, interest rates at 4.25% to 9.5% | Bonds / Notes | — | — | $1.1M | 1.7% | |
| FRANKLIN SMALL-MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 358 | Pooled Separate Account | — | — | $867K | 1.4% | |
| MFS INTL DIVERSIFICATION RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 662 | Pooled Separate Account | — | — | $828K | 1.3% | |
| COLUMBIA DIVIDEND INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 632 | Pooled Separate Account | — | — | $765K | 1.2% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $752K | 1.2% | |
| TA VANGUARD SMALL-CAP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $684K | 1.1% | |
| Transamerica Lifegoal Index Mutual fund | Other securities | — | — | $628K | 1.0% | |
| TRANSAMERICA LG RET BLACKROCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $628K | 1.0% | |
| Victory Established Value Mutual fund | Other securities | — | — | $586K | 0.9% | |
| VICTORY SYCAMORE EST VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $586K | 0.9% | |
| BLACKROCK HEALTH SCIENCES OPS RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 365 | Pooled Separate Account | — | — | $507K | 0.8% | |
| AEGON BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 310 | Pooled Separate Account | — | — | $495K | 0.8% | |
| TA VANGUARD SM-CAP VAL IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 133 | Pooled Separate Account | — | — | $465K | 0.7% | |
| Transamerica AA Growth Mutual fund | Other securities | — | — | $353K | 0.6% | |
| TRANSAMER ASST ALLC-GR PRTF RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 039 | Pooled Separate Account | — | — | $353K | 0.6% | |
| INVESCO DEVELOPING MKTS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 471 | Pooled Separate Account | — | — | $313K | 0.5% | |
| AMERICAN FDS SMALLCAP WRLD RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 077 | Pooled Separate Account | — | — | $313K | 0.5% | |
| TRANS PARTNERS HI YIELD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 102 | Pooled Separate Account | — | — | $307K | 0.5% | |
| Pimco Income Mutual fund | Mutual Funds | — | — | $273K | 0.4% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $273K | 0.4% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $246K | 0.4% | |
| BLACKROCK TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 715 | Pooled Separate Account | — | — | $199K | 0.3% | |
| BNY MELLON GLBL FIXED INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 761 | Pooled Separate Account | — | — | $192K | 0.3% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $124K | 0.2% | |
| Transamerica AA Mod Growth Mutual fund | Other securities | — | — | $116K | 0.2% | |
| TRANS ASST ALLC-MD GR PRTF RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 038 | Pooled Separate Account | — | — | $116K | 0.2% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 578 | Pooled Separate Account | — | — | $112K | 0.2% | |
| Transamerica AA Moderate Mutual fund | Other securities | — | — | $42K | <0.1% | |
| TRANSAMER ASST ALLC-MD PRTF RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 037 | Pooled Separate Account | — | — | $42K | <0.1% | |
| Transamerica AA Conservative Mutual fund | Other securities | — | — | $29K | <0.1% | |
| TRANS ASST ALLC-CNSV PRTF RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 036 | Pooled Separate Account | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SKIDMORE AND OLAUSSON | 20-8950260 | — | AUDITOR | $18K | — |
