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THE STRATAFUSION GROUP RETIREMENT TRUST 401k Plan overview

Plan NameTHE STRATAFUSION GROUP RETIREMENT TRUST
Plan identification number 001

THE STRATAFUSION GROUP RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE STRATAFUSION GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE STRATAFUSION GROUP
Employer identification number (EIN):770563998
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STRATAFUSION GROUP RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KARYN GUARASCIO2024-07-09
0012022-01-01KEN CRAFFORD2023-07-27
0012021-01-01KENNETH CRAFFORD2022-07-20
0012020-01-01KENNETH CRAFFORD2021-06-24
0012019-01-01KENNETH CRAFFORD2020-07-26
0012018-01-01KENNETH CRAFFORD2019-07-23
0012017-01-01KAREN FERNANDES2018-07-16
0012016-01-01KAREN FERNANDES2017-07-13
0012015-01-01KAREN FERNANDES2016-07-22
0012014-01-01KAREN FERNANDES2015-07-24 KAREN FERNANDES2015-07-24
0012013-01-01KENNETH CRAFFORD2014-07-18 KENNETH CRAFFORD2014-07-18
0012012-01-01KENNETH CRAFFORD2013-07-26 KENNETH CRAFFORD2013-07-26
0012011-01-01KENNETH CRAFFORD2012-07-17 KENNETH CRAFFORD2012-07-17
0012010-01-01KENNETH CRAFFORD2011-07-28 KENNETH CRAFFORD2011-07-28

Financial Data on THE STRATAFUSION GROUP RETIREMENT TRUST

Measure Date Value
2025 : THE STRATAFUSION GROUP RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-30547999
Net assets as of the end of the plan year2025-06-301445766
Total assets as of the beginning of the plan year2025-06-301618210
Value of plan covered by a fidelity bond2025-06-300
Participant contributions to plan in this plan year2025-06-30160399
Value of participant loans at end of plan year2025-06-300
Other contributions to plan in this plan year2025-06-300
Other income to plan in this plan year2025-06-30215156
Plan net income in this plan year2025-06-30-172444
Net assets as of the end of the plan year2025-06-301445766
Net assets as of the beginning of the plan year2025-06-301618210
Employer contributions to plan in this plan year2025-06-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-30380
2024 : THE STRATAFUSION GROUP RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-09106478
Net assets as of the end of the plan year2024-07-091618210
Total assets as of the beginning of the plan year2024-07-091370092
Value of plan covered by a fidelity bond2024-07-090
Participant contributions to plan in this plan year2024-07-09133710
Value of participant loans at end of plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-09220886
Plan net income in this plan year2024-07-09248118
Net assets as of the end of the plan year2024-07-091618210
Net assets as of the beginning of the plan year2024-07-091370092
Employer contributions to plan in this plan year2024-07-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-09478

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