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Original filing (PDF)20251010125907NAL0008191089001
STRATUS.HR
Form 5500
FILING_RECEIVED
STRATUS.HR RETIREMENT PLAN
401(k) retirement plan
Active participants
3,166
Accounts w/ balance
3,058
Plan assets (EOY)
$63.7M
Net assets (EOY)
$63.7M
How this plan invests
This plan
34 pooled trusts
Schedule D
60 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 199% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATUS.HR.
Plan sponsor
Name
STRATUS.HR
EIN
45-3548842
Address
75 WEST TOWNE RIDGE PARKWAY · SUITE 440 · SANDY, UT · 84070
Phone
(801) 984-0252
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2V · PEO multiple-employer plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SKIDMORE AND OLAUSSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $287K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SKIDMORE AND OLAUSSON | 20-8950260 | — | AUDITOR | $18K | — |
Investments
26 direct securities · 34 pooled funds· $120.7M(100% of reported assets)
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.
Pooled Separate Account
$60.5M
34 holdings
Uncategorized
$60.2M
26 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Lifegoal Index 2040 Mutual fund | — | — | — | $8.5M | 13.4% | |
| TRANSAMERICA LG 2040 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $8.5M | 13.4% | |
| Transamerica Financial Life Ins Co Transamerica LG 2050 Blackrck Act | — | — | — | $7.2M | 11.3% | |
| TRANSAMERICA LG 2050 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $7.2M | 11.3% | |
| Transamerica Financial Life Ins Co Transamerica LG 2045 Blackrck Act | — | — | — | $6.7M | 10.5% | |
| TRANSAMERICA LG 2045 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $6.7M | 10.5% | |
| Transamerica Financial Life Ins Co Transamerica LG 2035 BlackRck Act | — | — | — | $5.5M | 8.7% | |
| TRANSAMERICA LG 2035 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $5.5M | 8.7% | |
| Transamerica Financial Life Ins Co Transamerica LG 2060 Blackrck Act | — | — | — | $5.0M | 7.9% | |
| TRANSAMERICA LG 2060 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $5.0M | 7.9% | |
| Transamerica Lifegoal Index 2055 Mutual fund | — | — | — | $4.7M | 7.4% | |
| TRANSAMERICA LG 2055 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $4.7M | 7.4% | |
| Transamerica Financial Life Ins Co TA Vanguard Ttl Stock Mkt Idx Rt | — | — | — | $4.1M | 6.4% | |
| 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 Financial Life Ins Co Transamerica LG 2030 Blackrck Act | — | — | — | $4.0M | 6.3% | |
| 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 | — | — | — | $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 | — | — | — | $1.8M | 2.9% | |
| Transamerica Financial Life Ins Co Transamerica Stable Val Account | — | — | — | $1.8M | 2.9% | |
| Transamerica Lifegoal Index 2025 Mutual fund | — | — | — | $1.4M | 2.2% | |
| 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% | — | — | — | $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 International Diversification Mutual fund | — | — | — | $828K | 1.3% | |
| MFS INTL DIVERSIFICATION RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 662 | Pooled Separate Account | — | — | $828K | 1.3% | |
| Columbia Dividend Income Mutual fund | — | — | — | $765K | 1.2% | |
| 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 Mid Cap Mutual fund | — | — | — | $752K | 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 | — | — | — | $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 | — | — | — | $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% | |
| Vanguard Small Cap Value Index Mutual fund | — | — | — | $465K | 0.7% | |
| 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 | — | — | — | $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% | |
| Transamerica Financial Life Ins Co Invesco Developing Mkts Ret Acct | — | — | — | $313K | 0.5% | |
| INVESCO DEVELOPING MKTS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 471 | Pooled Separate Account | — | — | $313K | 0.5% | |
| American Funds Small Cap World Mutual fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% |
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