Original filing (PDF)20241018051543NAL0054603072001

STRATIS FINANCIAL CORPORATION

Name: STRATIS FINANCIAL CORPORATION — STRATIS FINANCIAL 401(K) PLAN, Form 5500 (2023)
Creator: STRATIS FINANCIAL CORPORATION

Form 5500-SF

FILING_RECEIVED

STRATIS FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATIS FINANCIAL CORPORATION.

Plan sponsor

Name

STRATIS FINANCIAL CORPORATION

EIN

95-4766877

Address

424 12TH STREET · HUNTINGTON BEACH · HUNTINGTON BEACH, CA · 92648

Phone

(714) 813-3989

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-18

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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