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Original filing (PDF)20251013120515NAL0002708770001
STELLAR SERVICES, INC.
Form 5500
FILING_RECEIVED
STELLAR SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
135
Accounts w/ balance
146
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Ishares S&P 500 Index Fd Cl K Mutual Fund" is 37% of plan.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STELLAR SERVICES, INC..
Plan sponsor
Name
STELLAR SERVICES, INC.
EIN
11-3189413
Address
70 WEST 36TH STREET 7TH FLOOR · NEW YORK, NY · 10018
Phone
(212) 432-2848
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MERCADIEN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $25K | — |
Investments
21 direct securities· $22.0M(100% of reported assets)
Uncategorized
$21.2M
20 holdings
Mutual Funds
$810K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index Fd Cl K Mutual Fund | — | — | — | $8.1M | 37.0% | |
| Janus Henderson Balanced Fd N Mutual Fund | — | — | — | $3.8M | 17.4% | |
| Money Market Funds Blackrock Fedfund Premier Cl Money Market Fund | — | — | — | $1.8M | 8.3% | |
| Victory Sycamore Establishd R6 Mutual Fund | — | — | — | $1.6M | 7.2% | |
| Blackrock Health Science Opps Mutual Fund | — | — | — | $1.4M | 6.4% | |
| Invesco Intrnl Dvrsfd Fd R6 Gm Mutual Fund 717 Columbia Seligman Tech Inslt3 Mutual Fund | — | — | — | $1.3M | 5.9% | |
| Pgim Jennison Grth Fd Cl R6 Mutual Fund | Mutual Funds | — | — | $810K | 3.7% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $803K | 3.7% | |
| Janus Henderson Blncd Fd N Gm Mutual Fund 521 Ishares U.S. Aggregate Bnd K Mutual Fund | — | — | — | $582K | 2.6% | |
| T. Rowe Price Rtrmt 2040 Cl I Mutual Fund | — | — | — | $323K | 1.5% | |
| Vanguard Mid Cap Index Fund Gm Mutual Fund 829 Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $322K | 1.5% | |
| T. Rowe Price Rtrmt 2030 Cl I Mutual Fund | — | — | — | $274K | 1.2% | |
| T. Rowe Price Rtrmt 2050 Cl I Mutual Fund | — | — | — | $252K | 1.1% | |
| Ishares Msci Eafe Intrnl Idx K Mutual Fund | — | — | — | $229K | 1.0% | |
| Invesco Intrnl Divrsfd Fd R6 Mutual Fund | — | — | — | $195K | 0.9% | |
| T. Rowe Price Rtrmt 2060 Cl I Mutual Fund | — | — | — | $96K | 0.4% | |
| Ishares Msci Eafe Intl Idx Gm Mutual Fund 830 John Hancock Disciplined R6 Mutual Fund | — | — | $5K | $4K | <0.1% | |
| Ishares S&P 500 Index Cl K Gm Mutual Fund | — | — | $4K | $4K | <0.1% | |
| Ishares U.S. Aggregate Bd K Gm Mutual Fund | — | — | — | $4K | <0.1% | |
| Pgim Jennison Grth Fd Cl R6 Gm Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Small Cap Index Fd Gm Mutual Fund | — | — | — | $1K | <0.1% |