Original filing (PDF)20240925144027NAL0014474897001

STRATIS, INC.

Name: STRATIS, INC. — STRATIS 401(K) PLAN, Form 5500 (2023)
Creator: STRATIS, INC.

Form 5500-SF

FILING_RECEIVED

STRATIS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 STRATIS, INC..

Plan sponsor

Name

STRATIS, INC.

EIN

85-0689887

Address

4804 N. 40TH STREET · SHEBOYGAN, WI · 53083

Phone

(920) 889-0057

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-29

Filed

2024-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Utilities plans

CORRELATE, INC

CORRELATE, INC. 401(K) PLAN

GREAT SKY SOLAR INC.

GREAT SKY SOLAR INC 401(K) PLAN

TEXAS SOLAR POWER ASSOCIATION

TEXAS SOLAR POWER ASSOCIATION 401(K) PLAN

SOUTHPOINTE ENERGY RESOURCE GROUP LLC

SOUTHPOINTE ENERGY RESOURCE GROUP PROFIT SHARING PLAN

BENCHMARK MANAGEMENT, LLC

BENCHMARK MANAGEMENT, LLC GCF BENEFIT PLAN