Michael KNOX signed Stratus PEO 1 LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stratus PEO 1 LLC's EIN is 92-0397378.
Download the official 2024 Form 5500 (PDF) for Stratus PEO 1 LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stratus PEO 1 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAFFE TILCHIN INVESTMENT PARTNERS L | 90-0591692 | — | INVESTMENT ADVISORY | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century American Century One Choice 2040 R6 | Other securities | — | — | $2.6M | 14.8% | |
| American Century American Century One Choice 2045 R6 | Other securities | — | — | $2.0M | 11.4% | |
| Fidelity Lg Cap Gr Idx | Common Collective Trusts | — | — | $1.7M | 9.7% | |
| Vanguard S&P 500 Val Index Instl | Common Collective Trusts | — | — | $1.2M | 7.1% | |
| American Century American Century One Choice 2035 R6 | Other securities | — | — | $1.2M | 6.9% | |
| American Century American Century One Choice 2050 R6 | Other securities | — | — | $1.0M | 5.8% | |
| Putnam Small Cap Gr R6 | Mutual Funds | — | — | $926K | 5.2% | |
| American Century American Century One Choice 2055 R6 | Other securities | — | — | $878K | 5.0% | |
| American Century American Century One Choice 2030 R6 | Other securities | — | — | $719K | 4.1% | |
| Vanguard Intermed-Term Bd Idx Adm | Common Collective Trusts | — | — | $703K | 4.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $695K | 3.9% | |
| American Century American Century One Choice 2060 R6 | Other securities | — | — | $539K | 3.0% | |
| Vanguard Mid-Cap Gr Index Admiral | Mutual Funds | — | — | $539K | 3.0% | |
| Participants Notes Receivable with interest rates of 4.25% to 10.5% | Bonds / Notes | — | — | $445K | 2.5% | |
| American Century American Century One Choice 2025 R6 | Other securities | — | — | $415K | 2.3% | |
| Vanguard Developed Mkt Idx Admiral | Common Collective Trusts | — | — | $324K | 1.8% | |
| Transamerica Financial Life Ins. Co. Transamerica Stable Val Ascend Acct | Common Stocks | — | — | $205K | 1.2% | |
| Alger Growth & Inc Z | Common Stocks | — | — | $184K | 1.0% | |
| American Century American Century One Choice 2065 R6 | Other securities | — | — | $147K | 0.8% | |
| Dimensional DFA Glbl Alloc 25/75 I | Mutual Funds | — | — | $132K | 0.7% | |
| Fidelity Mid Cap Stock K | Mutual Funds | — | — | $129K | 0.7% | |
| Fidelity Adv Small Cap Z | Mutual Funds | — | — | $107K | 0.6% | |
| John Hancock JHancock3 Disciplined Val Md cp R6 | Other securities | — | — | $98K | 0.6% | |
| Vanguard Sho Trm Infl-Prot Sec Idx | Common Collective Trusts | — | — | $74K | 0.4% | |
| Vanguard Small-Cap Val Index Fund | Common Collective Trusts | — | — | $70K | 0.4% | |
| MFS Intl Eq R6 | Mutual Funds | — | — | $60K | 0.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $59K | 0.3% | |
| Vanguard Emerging Mkt Stock Idx Adm | Common Collective Trusts | — | — | $56K | 0.3% | |
| American Century American Century One Ch In Ret R6 | Other securities | — | — | $46K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $45K | 0.3% | |
| Fidelity Intl Cptl Apprec K6 | Mutual Funds | — | — | $31K | 0.2% | |
| Fidelity Advisor Intl Small Cap Z | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
