· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STRATA PROJECT MANAGEMENT GROUP, LLC — STRATA PROJECT MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006071834NAL0001899251001
STRATA PROJECT MANAGEMENT GROUP, LLC
Form 5500-SF
FILING_RECEIVED
STRATA PROJECT MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STRATA PROJECT MANAGEMENT GROUP, LLC
.
Find decision makers
Plan sponsor
Name
STRATA PROJECT MANAGEMENT GROUP, LLC
EIN
87-1638683
Address
7845 COLONY ROAD, SUITE C4 · CHARLOTTE, NC · 28203
Phone
(704) 284-5262
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
CHAMPION GRAPHICS, LLC
CHAMPION GRAPHICS, LLC DEFINED BENEFIT PENSION PLAN
$1.7M · 1 participants
BURKE & MICHAEL, INC.
BURKE & MICHAEL, INC. 401(K) PLAN
$1.7M · 17 participants
IMAGE FLEET GRAPHICS, LLC
IMAGE FLEET GRAPHICS, LLC 401(K) PLAN
$1.7M · 10 participants
URBAN EMU LLC
URBAN EMU LLC 401(K) PLAN
$1.7M · 21 participants
COLOR WORLD OF MONTANA INC DBA ALPHAGRAPHICS
COLOR WORLD OF MONTANA INC. 401(K) PLAN
$1.7M · 15 participants
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
STONE ART MEMORIAL COMPANY INC
STONE ART MEMORIAL COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 23 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
