Melissa Jones signed Stellar Innovations & Solution's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stellar Innovations & Solution's EIN is 26-4405005.
Download the official 2024 Form 5500 (PDF) for Stellar Innovations & Solution from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stellar Innovations & Solution's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIGHTWEALTH ADVISORS LLC | 83-3153732 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $864K | 12.7% | |
| Fidelity Investments Fidelity Adv Eq Growth Z Fund | Mutual Funds | — | — | $701K | 10.3% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $574K | 8.4% | |
| Fidelity Investments Fidelity Advisor Balance Z Fd | Mutual Funds | — | — | $522K | 7.7% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $487K | 7.1% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $410K | 6.0% | |
| Fidelity Investments Fidelity Adv Growth Opp Z Fund | Mutual Funds | — | — | $406K | 6.0% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $384K | 5.6% | |
| Registered Investment Companies The American Funds American Funds New Prsp R6 Fnd | Mutual Funds | — | — | $367K | 5.4% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $366K | 5.4% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $301K | 4.4% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $258K | 3.8% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $245K | 3.6% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $169K | 2.5% | |
| JP Morgan Funds JP Morgan Sm Cp Growth R6 Fund | Other securities | — | — | $169K | 2.5% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $127K | 1.9% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $110K | 1.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $72K | 1.1% | |
| PIMCO Funds PIMCO Income Institutional Fd | Mutual Funds | — | — | $43K | 0.6% | |
| Fidelity Investments Fidelity Adv Total Bond Z Fd | Mutual Funds | — | — | $41K | 0.6% | |
| Alliance Bernstein AB Discovery Growth Z Fund | Other securities | — | — | $39K | 0.6% | |
| Participant Loans (Notes * Rwecievable From Participants) 4.25% - 9.50% | Bonds / Notes | — | — | $36K | 0.5% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $35K | 0.5% | |
| PRIN LIFE TIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $28K | 0.4% | |
| MFS Investment Management MFS Intl Diversification R6 Fd | Mutual Funds | — | — | $13K | 0.2% | |
| Dimensional Fund Advisors DFA US Vector Eq Prtf Inst Fd | Mutual Funds | — | — | $10K | 0.2% | |
| Dimensional Fund Advisors DFA Infl Protected Sec I Fund | Mutual Funds | — | — | $9K | 0.1% | |
| MFS Investment Management MFS Intl Growth R6 Fund | Mutual Funds | — | — | $6K | <0.1% | |
| PRIN GI REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Victory Funds Victory Integ SmCap Val R6 Fd | Other securities | — | — | $5K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS LLC | 43-1829594 | — | CONTRACT ADMINISTRATOR | $4K | — |
