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Original filing (PDF)20251014172346NAL0003382305001
STELLAR INNOVATIONS & SOLUTION
Form 5500
FILING_RECEIVED
STELLAR INNOVATIONS & SOLUTION 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
~79 bps in Sched C feesNo recordkeeper disclosed
Active participants
174
Accounts w/ balance
132
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 79 bps in Schedule C fees — 52% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STELLAR INNOVATIONS & SOLUTION.
Plan sponsor
Name
STELLAR INNOVATIONS & SOLUTION
EIN
26-4405005
Address
3131 ELBEE ROAD · MORAINE, OH · 45439
Phone
(937) 342-3853
Industry
Manufacturingsee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MANNING & ASSOCIATES CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIGHTWEALTH ADVISORS LLC | 83-3153732 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
| BENEFIT PLANS PLUS LLC | 43-1829594 | — | CONTRACT ADMINISTRATOR | $4K | — |
Investments
17 direct securities · 14 pooled funds· $6.8M(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.
Common Collective Trust
$3.8M
12 holdings
Uncategorized
$3.0M
17 holdings
Pooled Separate Account
$6K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $367K | 5.4% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $43K | 0.6% | |
| Fidelity Investments Fidelity Adv Total Bond Z Fd | — | — | — | $41K | 0.6% | |
| Alliance Bernstein AB Discovery Growth Z Fund | — | — | — | $39K | 0.6% | |
| Participant Loans (Notes * Rwecievable From Participants) 4.25% - 9.50% | — | — | — | $36K | 0.5% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | — | — | — | $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 | — | — | — | $13K | 0.2% | |
| Dimensional Fund Advisors DFA US Vector Eq Prtf Inst Fd | — | — | — | $10K | 0.2% | |
| Dimensional Fund Advisors DFA Infl Protected Sec I Fund | — | — | — | $9K | 0.1% | |
| MFS Investment Management MFS Intl Growth R6 Fund | — | — | — | $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 | — | — | — | $5K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |