Suzanne Chouljian signed Stratus Group Holdings, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stratus Group Holdings, Inc.'s EIN is 92-0357444.
Download the official 2023 Form 5500 (PDF) for Stratus Group Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Stratus Group Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard VTHRX - Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.4M | 14.0% | |
| Vanguard VTIVX - Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.0M | 10.2% | |
| Vanguard VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares | Mutual Funds | — | — | $988K | 10.0% | |
| Vanguard VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $984K | 10.0% | |
| Vanguard VTWNX - Vanguard Target Retirement 2020 | Mutual Funds | — | — | $867K | 8.8% | |
| Vanguard VFORX - Vanguard Target Retirement 2040 Fund Investor Shares | Mutual Funds | — | — | $816K | 8.3% | |
| Vanguard VTTVX - Vanguard Target Retirement 2025 | Mutual Funds | — | — | $749K | 7.6% | |
| Vanguard VFFVX - Vanguard Target Retirement 2055 Fund Investor Shares | Mutual Funds | — | — | $529K | 5.4% | |
| Fidelity FXNAX - Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $452K | 4.6% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $299K | 3.0% | |
| Fidelity FPADX - Fidelity Emerging Markets Index 103 Fidelity FXAIX - Fidelity 500 Index Fund | Common Collective Trusts | — | — | $293K | 3.0% | |
| BlackRock BKTSX - BlackRock Total Stock Market Index K 32 Bespoke BSPKX - Bespoke - BlackRock BTMKX - iShares MSCI EAFE International Index Fund Class K | Common Collective Trusts | — | — | $260K | 2.6% | |
| Vanguard VTTSX - Vanguard Target Retirement 2060 Fund Investor Shares | Mutual Funds | — | — | $119K | 1.2% | |
| Vanguard VTINX - Vanguard Target Retirement Income Fund Investor Class | Mutual Funds | — | — | $112K | 1.1% | |
| Vanguard VMFXX - Vanguard Federal Money Market Fund Investor Shares | Mutual Funds | — | — | $32K | 0.3% | |
| Vanguard VITSX - Vanguard Total Stock Market Index Inst. - Vanguard VLXVX - Vanguard Target Retirement 2065 Inv | Common Collective Trusts | — | — | $25K | 0.3% | |
| Vanguard VBILX - Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $24K | 0.2% | |
| Vanguard VTAPX - Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | Common Collective Trusts | — | — | $22K | 0.2% | |
| JPMorgan JDEUX - JPMorgan Us Research Enhanced Equity R6 405 MFS MVCKX - MFS Mid Cap Value Fund Cl R5 107 Nationwide NWJCX - Nationwide Ziegler Nyse Arca Tech 100 In - Oppenheimer Funds OGMIX - Oppenheimer Gold & Special Minerals I | Mutual Funds | — | — | $11K | 0.1% | |
| Vanguard VSGAX - Vanguard Small-Cap Growth Index Fund Admiral Shares 400 Vanguard VSIAX - Vanguard Small Cap Value Index Fund Admiral Shares 109 Vanguard VSMAX - Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $9K | <0.1% | |
| Fidelity FBIIX - Fidelity International Bond Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard VBIRX - Vanguard Short-Term Bond Index Fund Admiral Shares 99 Vanguard VCSAX - Vanguard Consumer Staples Index | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard VIMAX - Vanguard Mid-Cap Index Fund Admiral Shares 697 Vanguard VITAX - Vanguard Information Technology Index Fund Admiral Shares | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard VWEAX - Vanguard High-Yield Corporate Fund Admiral Shares | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard VGSLX - Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $1K | <0.1% | |
| Principal PLCGX - Principal Large Cap Growth I R6 932 Principal PLGIX - Principal Large Cap Growth - BlackRock SHSSX - BlackRock Health Sciences Ops I | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
