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Sponsor portfolio

STRATA DESIGN, INC.

EIN 26-2834157-paper & forest products-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
82
1645 PARK DRIVE - TRAVERSE CITY, MI 49686231-929-2140LinkedIn11-50 employeespaper & forest products
Plans on this EIN
2 filings
#001401k-$1.7M - 48 part#002ESOP-$225K - 34 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 82 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • SHARING AND 401(K) (#001)88%
  • EMPLOYEE STOCK OWNERSHIP (#002)12%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND 401(K) (#001)48
  • EMPLOYEE STOCK OWNERSHIP (#002)34
Total 82Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STRATA DESIGN PROFIT SHARING AND 401(K) PLAN

401k

Assets$1.7M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

STRATA DESIGN EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$225K
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STRATA DESIGN PROFIT SHARING AND 401(K) PLAN401k$1.7M482024
002STRATA DESIGN EMPLOYEE STOCK OWNERSHIP PLANESOP$225K342025
Retirement plans
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