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Original filing (PDF)20250926135439NAL0013873970001
STEADFAST INVESTMENT PROPERTIES, INC.
Form 5500
FILING_RECEIVED
STEADFAST 401(K) PLAN
401(k) retirement plan
Signals · 1
~80 bps in Sched C fees
Active participants
121
Accounts w/ balance
327
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 80 bps in Schedule C fees — 175% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEADFAST INVESTMENT PROPERTIES, INC..
Plan sponsor
Name
STEADFAST INVESTMENT PROPERTIES, INC.
EIN
20-2114294
Address
18100 VON KARMAN AVENUE SUITE 500 · IRVINE, CA · 92612
Phone
(949) 852-0070
Industry
Constructionsee 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
2025-09-26
Pension benefit codes
3H · Sponsor in controlled / affiliated group
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
BAKER TILLY, US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $134K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | ADVISORY | $31K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | BROKER | $0 | — |
Investments
31 direct securities · 3 pooled funds· $21.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$19.9M
31 holdings
Common Collective Trust
$1.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Value Fund Fee Class R1 Mutual Funds Fidelity 500 Index Institutional Prem N/R | — | — | — | $3.5M | 16.9% | |
| JPMorgan Large Cap Growth R6 N/R | — | — | — | $2.4M | 11.4% | |
| Victory RS International R6 N/R | — | — | — | $1.7M | 8.3% | |
| JPMorgan Eq Inc R6 | — | — | — | $1.7M | 8.3% | |
| RPAG/WILMINGTON CORE PLUS BD FD R1 WILMINGTON · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $971K | 4.7% | |
| JPMorgan SmartRetirement 2025 R6 N/R | — | — | — | $923K | 4.5% | |
| JPMorgan SmartRetirement 2030 R6 N/R | — | — | — | $866K | 4.2% | |
| Fidelity Mid Cap Index N/R | — | — | — | $804K | 3.9% | |
| JPMorgan SmartRetirement 2045 R6 N/R | — | — | — | $713K | 3.4% | |
| JPMorgan SmartRetirement 2040 R6 N/R | — | — | — | $687K | 3.3% | |
| PIMCO Real Return Instl N/R | — | — | — | $676K | 3.3% | |
| JPMorgan Mid Cap Growth R6 N/R | — | — | — | $649K | 3.1% | |
| JPMorgan SmartRetirement 2055 R6 N/R | — | — | — | $613K | 3.0% | |
| JPMorgan SmartRetirement 2060 R6 N/R | — | — | — | $556K | 2.7% | |
| Fully Benefit-Responsive Investment Contract * Transamerica Life Insurance Transamerica Stable Value Core Option N/R | — | — | — | $490K | 2.4% | |
| Fidelity Small Cap Index N/R | — | — | — | $455K | 2.2% | |
| Goldman Sachs Goldman Sachs Small Cap Value N/R | — | — | — | $445K | 2.2% | |
| Insights R6 JPMorgan SmartRetirement 2035 R6 N/R | — | — | — | $443K | 2.1% | |
| MID CAP VAL FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $391K | 1.9% | |
| Wilmington Trust Mid Cap Val Fund Fee Class R1 | — | — | — | $391K | 1.9% | |
| Fidelity Advisor Intl Small Cap Z N/R | — | — | — | $281K | 1.4% | |
| Fidelity Small Cap Growth K6 N/R | — | — | — | $276K | 1.3% | |
| Prudential PGIM High Yield R6 N/R | — | — | — | $251K | 1.2% | |
| JPMorgan Gl Bd Opp R6 | — | — | — | $216K | 1.0% | |
| R6 JPMorgan SmartRetirement 2050 R6 N/R | — | — | — | $202K | 1.0% | |
| Invesco Intl Sml-Mid Com R6 | — | — | — | $193K | 0.9% | |
| Company Interest Bearing Cash * Transamerica Life Insurance Interest bearing cash N/R 559 Company Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $144K | 0.7% | |
| Participants Notes Receivable with an interest rates of 4.25% to 9.50% | — | — | — | $143K | 0.7% | |
| Company R6 JPMorgan SmartRetirement Income R6 N/R | — | — | — | $79K | 0.4% | |
| Fidelity US Bond Index N/R | — | — | — | $28K | 0.1% | |
| Fidelity International Index N/R | — | — | — | $23K | 0.1% | |
| JPMorgan SmartRetirement 2065 R6 N/R | — | — | — | $19K | <0.1% | |
| JPMorgan SmartRetirement 2020 R6 N/R | — | — | — | $8K | <0.1% | |
| MID CAP GR FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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