Sheryl Walker signed Stellar Distribution Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stellar Distribution Services, Inc.'s EIN is 36-3901405.
Download the official 2024 Form 5500 (PDF) for Stellar Distribution Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stellar Distribution Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2035 Fund Securities Lending Series Fund Class V Collective Investment Fund | Common Collective Trusts | — | — | $547K | 15.1% | |
| SS TRGT RET 2035 V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $547K | 15.1% | |
| State Street Target Retirement 2045 Fund Securities Lending Series Fund Class V Collective Investment Fund | Common Collective Trusts | — | — | $535K | 14.7% | |
| SS TRGT RET 2045 V STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $535K | 14.7% | |
| State Street Target Retirement 2030 Fund Securities Lending Series Fund Class V Collective Investment Fund | Common Collective Trusts | — | — | $492K | 13.5% | |
| SS TRGT RET 2030 V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $492K | 13.5% | |
| State Street Target Retirement 2040 Fund Securities Lending Series Fund Class V Collective Investment Fund | Common Collective Trusts | — | — | $370K | 10.2% | |
| SS TRGT RET 2040 V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $370K | 10.2% | |
| State Street Target Retirement 2050 Fund Securities Lending Series Fund Class V Collective Investment Fund | Common Collective Trusts | — | — | $331K | 9.1% | |
| SS TRGT RET 2050 V STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $331K | 9.1% | |
| State Street Target Retirement 2055 Fund Securities Lending Series Fund Class V Collective Investment Fund | Common Collective Trusts | — | — | $320K | 8.8% | |
| SS TRGT RET 2055 V STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $320K | 8.8% | |
| State Street Target Retirement 2025 Fund Securities Lending Series Fund Class V Collective Investment Fund | Common Collective Trusts | — | — | $213K | 5.8% | |
| SS TRGT RET 2025 V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $213K | 5.8% | |
| Notes receivable from participants Interest rates ranging from | Other securities | — | — | $197K | 5.4% | |
| State Street Target Retirement 2060 Fund Securities Lending Series Fund Class V Collective Investment Fund | Common Collective Trusts | — | — | $170K | 4.7% | |
| SS TRGT RET 2060 V STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $170K | 4.7% | |
| State Street Target Retirement 2020 Fund Securities Lending Series Fund Class V Collective Investment Fund | Common Collective Trusts | — | — | $117K | 3.2% | |
| SS TRGT RET 2020 V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $117K | 3.2% | |
| American Funds EuroPacific Growth R6 Mutual Funds 640 * Fidelity 500 Index Fund Institutional Mutual Funds | Common Collective Trusts | — | — | $96K | 2.6% | |
| State Street Target Retirement 2065 Fund Securities Lending Series Fund Class V Collective Investment Fund | Common Collective Trusts | — | — | $77K | 2.1% | |
| SS TRGT RET 2065 V STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $77K | 2.1% | |
| JPMCB U.S. Active Core Equity Fund - CF Class Collective Investment Fund | Common Collective Trusts | — | — | $64K | 1.8% | |
| JPMCB US ACT CRE CFA JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | — | — | $64K | 1.8% | |
| FIMM Government Portfolio: Institutional Class Money Market Fund | Cash / Money Market | — | — | $28K | 0.8% | |
| GLENMEDE US SM CP EQ GLENMEDE COLLECTIVE INVESTMENT TRUST · EIN 30-6659667 / PN 003 | Common Collective Trust | — | — | $27K | 0.7% | |
| State Street Target Retirement Income Securities Lending Series Fund Class V Collective Investment Fund | Common Collective Trusts | — | — | $20K | 0.5% | |
| SS TRGT RET INC V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $20K | 0.5% | |
| Fidelity Extended Market Index Fund Mutual Funds | Common Collective Trusts | — | — | $8K | 0.2% | |
| Baird Core Plus Institutional Mutual Funds | Other securities | — | — | $4K | 0.1% | |
| Managed Income Portfolio II Class 1 Common Collective Trust Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $3K | <0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
