Stratford University, Inc. Employees' 401(k) Plan
Stratford University, Inc., New Albany OH. Employer ID 541038413, plan number 001. Annual reports on file for 2006 to 2024.
Where the money went
- Filed 2006-2024Stratford University, Inc. Employees' 401(k) Plan, Stratford University, Inc.
- TodayStratford University, Inc. Employees' 401(k) Plan still files. Transamerica Retirement Solutions keeps the records. That is where to ask.
Records are kept by Transamerica Retirement Solutions, per the 2024 filing.
Left in 2019, 2022? You may be owed employer money
- In plan year 2019, active participants fell from 396 to 183 (54%), and 53 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
- The plan ended in plan year 2022. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet, and may be yours. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2022: The employer adopted a resolution to terminate the plan.
- 2023: The employer adopted a resolution to terminate the plan.
- 2024: The employer adopted a resolution to terminate the plan.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2013 | 335 | 95 | Filing |
| 2014 | 367 | 69 | Filing |
| 2015 | 381 | 81 | Filing |
| 2016 | 444 | 129 | Filing |
| 2017 | 481 | 83 | Filing |
| 2018 | 482 | 81 | Filing |
| 2019 | 307 | 119 | Filing |
| 2020 | 272 | 111 | Filing |
| 2021 | 238 | 95 | Filing |
| 2022 | 151 | 136 | Filing |
| 2023 | 129 | 116 | Filing |
| 2024 | 109 | 97 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.