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Original filing (PDF)20250612154155NAL0013048963001
STL OFFICE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
STL OFFICE SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 42.9 mo
Active participants
90
Accounts w/ balance
29
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Filed 42.9 months past the 10.5-month grace window.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STL OFFICE SOLUTIONS, INC..
Plan sponsor
Name
STL OFFICE SOLUTIONS, INC.
EIN
37-1345124
Address
501 S. TOWANDA BARNES ROAD · BUILDING B · BLOOMINGTON, IL · 61705
Phone
(309) 661-7851
Industry
Professional & Technical Servicessee all
Plan administrator
Name
SAME
EIN
37-1345124
City
BLOOMINGTON, IL
Phone
(309) 661-7851
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2025-06-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STRIEGEL KNOBLOCH & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
26 direct securities· $2.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invesco Diversified Dividend Fund | — | — | — | $565K | 24.2% | |
| AMF Growth Fund of America | — | — | — | $548K | 23.5% | |
| Blackrock Total Return Fund | — | — | — | $187K | 8.0% | |
| Vanguard Mid Cap Index Fund | — | — | — | $185K | 7.9% | |
| Vanguard Intermediate Term Bond Fund | — | — | — | $176K | 7.5% | |
| MFS Total Return Fund | — | — | — | $140K | 6.0% | |
| T Rowe Price Overseas Stock | — | — | — | $137K | 5.9% | |
| Lord Abbett High Yield Fund | — | — | — | $105K | 4.5% | |
| Janus Henderson Triton Fund | — | — | — | $87K | 3.7% | |
| AMC Emerging Markets Fund | — | — | — | $78K | 3.3% | |
| Fidelity Freedom Index 2055 | — | — | — | $19K | 0.8% | |
| State Street Equity 500 Index Fund | — | — | — | $11K | 0.5% | |
| Vanguard Small Cap Index Fund | — | — | — | $11K | 0.4% | |
| Vanguard Strategic Small Cap Equity Fund | — | — | — | $9K | 0.4% | |
| iShares MSCI EAFE International Index Fund | — | — | — | $8K | 0.3% | |
| Fidelity Freedom Index 2065 | — | — | — | $6K | 0.3% | |
| Fidelity Freedom Index 2060 | — | — | — | $6K | 0.3% | |
| Fidelity Freedom Index 2050 | — | — | — | $5K | 0.2% | |
| Fidelity Freedom Index 2040 | — | — | — | $5K | 0.2% | |
| Fidelity Freedom Index 2035 | — | — | — | $4K | 0.2% | |
| Principal Real Estate Securities Fund | — | — | — | $4K | 0.2% | |
| Participant Notes Receivable | — | — | — | $4K | 0.2% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $3K | 0.1% | |
| Invesco Stable Asset CCT | — | — | — | $2K | <0.1% | |
| Fidelity Freedom Index 2030 | — | — | — | $1K | <0.1% | |
| T Rowe Price Dividend | — | — | — | $34 | <0.1% |
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