Original filing (PDF)20251013163636NAL0003588226008

STRATUS PEO 1 LLC

Name: STRATUS PEO 1 LLC — STRATUS SOLUTIONS RETIREMENT PLAN, Form 5500 (2024)
Creator: STRATUS PEO 1 LLC

Form 5500

FILING_RECEIVED

STRATUS SOLUTIONS RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

1,204

Accounts w/ balance

839

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.7M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

Knocking points off

No independent qualified public accountant (IQPA) named.
70% balance-to-active ratio — below typical for a healthy 401(k).

Helping the score

Below-peer total fees (10 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATUS PEO 1 LLC.

Plan sponsor

Name

STRATUS PEO 1 LLC

EIN

92-0397378

Address

4343 ANCHOR PLAZA PARKWAY STE 140 · TAMPA, FL · 33634

Phone

(813) 736-0098

Industry

Admin Support & Waste Mgmtsee 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

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)

2V · PEO multiple-employer plan

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
JAFFE TILCHIN INVESTMENT PARTNERS L	90-0591692	—	INVESTMENT ADVISORY	$8K	—

Investments

32 direct securities· $17.5M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Century American Century One Choice 2040 R6	—	—	—	$2.6M	14.8%
American Century American Century One Choice 2045 R6	—	—	—	$2.0M	11.4%
Fidelity Lg Cap Gr Idx	—	—	—	$1.7M	9.7%
Vanguard S&P 500 Val Index Instl	—	—	—	$1.2M	7.1%
American Century American Century One Choice 2035 R6	—	—	—	$1.2M	6.9%
American Century American Century One Choice 2050 R6	—	—	—	$1.0M	5.8%
Putnam Small Cap Gr R6	—	—	—	$926K	5.2%
American Century American Century One Choice 2055 R6	—	—	—	$878K	5.0%
American Century American Century One Choice 2030 R6	—	—	—	$719K	4.1%
Vanguard Intermed-Term Bd Idx Adm	—	—	—	$703K	4.0%
Fidelity 500 Index	—	—	—	$695K	3.9%
American Century American Century One Choice 2060 R6	—	—	—	$539K	3.0%
Vanguard Mid-Cap Gr Index Admiral	—	—	—	$539K	3.0%
Participants Notes Receivable with interest rates of 4.25% to 10.5%	—	—	—	$445K	2.5%
American Century American Century One Choice 2025 R6	—	—	—	$415K	2.3%
Vanguard Developed Mkt Idx Admiral	—	—	—	$324K	1.8%
Transamerica Financial Life Ins. Co. Transamerica Stable Val Ascend Acct	—	—	—	$205K	1.2%
Alger Growth & Inc Z	—	—	—	$184K	1.0%
American Century American Century One Choice 2065 R6	—	—	—	$147K	0.8%
Dimensional DFA Glbl Alloc 25/75 I	—	—	—	$132K	0.7%
Fidelity Mid Cap Stock K	—	—	—	$129K	0.7%
Fidelity Adv Small Cap Z	—	—	—	$107K	0.6%
John Hancock JHancock3 Disciplined Val Md cp R6	—	—	—	$98K	0.6%
Vanguard Sho Trm Infl-Prot Sec Idx	—	—	—	$74K	0.4%
Vanguard Small-Cap Val Index Fund	—	—	—	$70K	0.4%
MFS Intl Eq R6	—	—	—	$60K	0.3%
Vanguard Small Cap Index Adm	—	—	—	$59K	0.3%
Vanguard Emerging Mkt Stock Idx Adm	—	—	—	$56K	0.3%
American Century American Century One Ch In Ret R6	—	—	—	$46K	0.3%
Fidelity Mid Cap Index	—	—	—	$45K	0.3%
Fidelity Intl Cptl Apprec K6	—	—	—	$31K	0.2%
Fidelity Advisor Intl Small Cap Z	—	—	—	$9K	<0.1%