Original filing (PDF)20250626110854NAL0021327074001

STRATTON EQUITY COOPERATIVE COMPANY

Name: STRATTON EQUITY COOPERATIVE COMPANY — UBG 401(K) - STRATTON, Form 5500 (2024)
Creator: STRATTON EQUITY COOPERATIVE COMPANY

Form 5500-SF

FILING_RECEIVED

UBG 401(K) - STRATTON

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATTON EQUITY COOPERATIVE COMPANY.

Plan sponsor

Name

STRATTON EQUITY COOPERATIVE COMPANY

EIN

84-0330380

Address

98 COLORADO AVE · STRATTON, CO · 80836

Phone

(719) 348-5326

Industry

Wholesale Tradesee all

Plan administrator

Name

UNITED BENEFITS GROUP

EIN

01-0689331

City

KANSAS CITY, MO

Phone

(816) 459-3300

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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