KORI AMOS signed Stratus Team, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stratus Team, LLC's EIN is 92-0865709.
Download the official 2024 Form 5500 (PDF) for Stratus Team, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stratus Team, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option | Other securities | — | — | $7.9M | 20.6% | |
| JPMORGAN LARGE CAP GROWTH FUND | Other securities | — | — | $3.8M | 10.1% | |
| VANGUARD EQUITY INCOME FUND | Mutual Funds | — | — | $2.9M | 7.7% | |
| ISHARES S&P 500 INDEX FUND | Common Collective Trusts | — | — | $2.4M | 6.4% | |
| VANGUARD TOTAL BOND MARKET INDEX FUND | Common Collective Trusts | — | — | $2.0M | 5.1% | |
| BOND FUND OF AMERICA | Other securities | — | — | $1.8M | 4.8% | |
| CAPITAL WORLD GROWTH AND INCOME FUND | Other securities | — | — | $1.8M | 4.7% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $1.6M | 4.1% | |
| PIMCO TOTAL RETURN FUND | Mutual Funds | — | — | $1.5M | 4.0% | |
| THORNBURG INTERNATIONAL EQUITY FUND | Other securities | — | — | $1.5M | 3.9% | |
| VANGUARD MID-CAP INDEX FUND | Common Collective Trusts | — | — | $1.5M | 3.9% | |
| GOLDMAN SACHS EMERGING MARKETS EQUITY FUND | Other securities | — | — | $1.4M | 3.5% | |
| VANGUARD DIVIDEND GROWTH FUND | Mutual Funds | — | — | $1.3M | 3.4% | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | Common Collective Trusts | — | — | $785K | 2.1% | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | Common Collective Trusts | — | — | $765K | 2.0% | |
| FIDELITY GROWTH STRATEGIES K6 FUND | Mutual Funds | — | — | $720K | 1.9% | |
| VANGUARD TARGET RETIREMENT 2030 FUND | Mutual Funds | — | — | $664K | 1.7% | |
| VANGUARD MID-CAP VALUE INDEX FUND/OPEN-END FUND | Common Collective Trusts | — | — | $646K | 1.7% | |
| VANGUARD TARGET RETIREMENT 2040 FUND | Mutual Funds | — | — | $524K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2050 FUND | Mutual Funds | — | — | $444K | 1.2% | |
| Principal Small Cap | Other securities | — | — | $409K | 1.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $409K | 1.1% | |
| BLACKROCK SUSTAINABLE BALANCED FUND INC | Common Stocks | — | — | $287K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2025 FUND | Mutual Funds | — | — | $285K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2055 FUND | Mutual Funds | — | — | $268K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2045 FUND | Mutual Funds | — | — | $209K | 0.5% | |
| Participant Loans | Participant loans | — | — | $207K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2035 FUND | Mutual Funds | — | — | $164K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2060 FUND | Mutual Funds | — | — | $78K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2070 FUND | Mutual Funds | — | — | $73K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2065 FUND | Mutual Funds | — | — | $20K | <0.1% | |
| VANGUARD TARGET RETIREMENT INCOME FUND | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS, INC. | 47-0648506 | — | INVESTMENT ADVISORY | $0 | — |
| OSAIC WEALTH INC | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
