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Original filing (PDF)20250801072253NAL0003645555001
STELLAR DISTRIBUTION SERVICES, INC.
Form 5500
FILING_RECEIVED
STELLAR DISTRIBUTION SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
108
Accounts w/ balance
130
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
14 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STELLAR DISTRIBUTION SERVICES, INC..
Plan sponsor
Name
STELLAR DISTRIBUTION SERVICES, INC.
EIN
36-3901405
Address
—
Phone
—
Industry
Transportation & Warehousingsee 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
2025-08-01
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
19 direct securities · 14 pooled funds· $6.9M(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
$3.6M
19 holdings
Common Collective Trust
$3.3M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retirement 2035 Fund Securities Lending Series Fund Class V Collective Investment Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $197K | 5.4% | |
| State Street Target Retirement 2060 Fund Securities Lending Series Fund Class V Collective Investment Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $96K | 2.6% | |
| State Street Target Retirement 2065 Fund Securities Lending Series Fund Class V Collective Investment Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $8K | 0.2% | |
| Baird Core Plus Institutional Mutual Funds | — | — | — | $4K | 0.1% | |
| Managed Income Portfolio II Class 1 Common Collective Trust Fund | — | — | — | $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 | — | — | — | $3K | <0.1% |
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