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Original filing (PDF)20251014094825NAL0005336722001
STAR MEDICAL, INC.
Form 5500
FILING_RECEIVED
ETHOS THERAPY SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
186
Accounts w/ balance
226
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAR MEDICAL, INC..
Plan sponsor
Name
STAR MEDICAL, INC.
DBA
ETHOS THERAP
EIN
26-3161292
Address
930 HARVEST DR STE 400 · BLUE BELL, PA · 194221976
Phone
(888) 861-8612
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FAW CASSON & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC | 52-1309931 | — | RECORDKEEPER | $11K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| HARTFORD MUTUAL FUNDS | 13-3317783 | — | NONE | $0 | — |
Investments
20 direct securities · 1 pooled fund· $2.2M(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
$2.2M
20 holdings
Common Collective Trust
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE BLUE CHIP GROWTH INV MUTUAL FUND | — | — | — | $324K | 14.9% | |
| T. ROWE PRICE RETIREMENT 2050 INV MUTUAL FUND | — | — | — | $282K | 13.0% | |
| T. ROWE PRICE RETIREMENT 2040 INV MUTUAL FUND | — | — | — | $191K | 8.8% | |
| T. ROWE PRICE RETIREMENT 2025 INV MUTUAL FUND | — | — | — | $163K | 7.5% | |
| FIDELITY 500 INDEX MUTUAL FUND | — | — | — | $159K | 7.3% | |
| T. ROWE PRICE RETIREMENT 2045 INV MUTUAL FUND | — | — | — | $157K | 7.3% | |
| T. ROWE PRICE RETIREMENT 2060 INV MUTUAL FUND | — | — | — | $149K | 6.9% | |
| T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND | — | — | — | $148K | 6.8% | |
| T. ROWE PRICE RETIREMENT 2030 INV MUTUAL FUND | — | — | — | $114K | 5.2% | |
| T. ROWE PRICE RETIREMENT 2035 INV MUTUAL FUND | — | — | — | $113K | 5.2% | |
| T. ROWE PRICE RETIREMENT 2055 INV MUTUAL FUND | — | — | — | $100K | 4.6% | |
| HARTFORD INTERNATIONAL OPPORTUNITIES R6 MUTUAL FUND | — | — | — | $63K | 2.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 MUTUAL FUND | — | — | — | $59K | 2.7% | |
| FIDELITY MID CAP INDEX MUTUAL FUND | — | — | — | $42K | 1.9% | |
| T. ROWE PRICE RETIREMENT 2065 INV MUTUAL FUND | — | — | — | $40K | 1.8% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | — | — | — | $27K | 1.3% | |
| FIDELITY SMALL CAP INDEX MUTUAL FUND | — | — | — | $16K | 0.7% | |
| FIDELITY INTERNATIONAL INDEX MUTUAL FUND | — | — | — | $10K | 0.5% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $8K | 0.4% | |
| WESTERN ASSET CORE PLUS BOND I5 MUTUAL FUND | — | — | — | $3K | 0.1% | |
| VANGUARD TOTAL BOND MKT INDEX MUTUAL FUND | — | — | — | $1K | <0.1% |
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