Pamela Roberts signed Stellar Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stellar Industries, Inc.'s EIN is 42-1354535.
Download the official 2024 Form 5500 (PDF) for Stellar Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stellar Industries, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2055 Fd | Mutual Funds | — | — | $4.3M | 11.1% | |
| Fidelity Freedom Blend 2050 Fd | Mutual Funds | — | — | $4.1M | 10.5% | |
| Fidelity Freedom Blend 2045 Fd | Mutual Funds | — | — | $4.0M | 10.4% | |
| Fidelity Freedom Blend 2035 Fd | Mutual Funds | — | — | $4.0M | 10.4% | |
| Fidelity Freedom Blend 2030 Fd | Mutual Funds | — | — | $3.8M | 9.8% | |
| Fidelity Freedom Blend 2040 Fd | Mutual Funds | — | — | $3.4M | 8.8% | |
| JP Morgan JPMorgan Large Cap Gr I Fd | Other securities | — | — | $2.5M | 6.5% | |
| Fidelity Freedom Blend 2025 Fd | Mutual Funds | — | — | $2.3M | 5.9% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.5% | |
| Notes receivable from participants, 4.25% to 9.50%, maturing through March 2033 | Bonds / Notes | — | — | $1.1M | 2.8% | |
| John Hancock John Hancock Disc Val MC R4 Fd | Other securities | — | — | $1.0M | 2.6% | |
| Fidelity Freedom Blend 2065 Fd | Mutual Funds | — | — | $872K | 2.2% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $704K | 1.8% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $704K | 1.8% | |
| Mass Mutual MassMutual | Other securities | — | — | $652K | 1.7% | |
| Fidelity Freedom Blend 2060 Fd | Mutual Funds | — | — | $647K | 1.7% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $572K | 1.5% | |
| American Funds Am Fds EuroPacific Grth R4 Fd | Mutual Funds | — | — | $550K | 1.4% | |
| Fidelity Freedom Blend 2020 Fd | Mutual Funds | — | — | $410K | 1.1% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $340K | 0.9% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $321K | 0.8% | |
| Loomis Sayles Loomis Sayles Sm Cp Gr Ret Fd | Other securities | — | — | $319K | 0.8% | |
| JP Morgan JPMorgan Core Plus Bond R6 FD | Other securities | — | — | $239K | 0.6% | |
| Allspring Spec Sm Cp Value Adm | Other securities | — | — | $206K | 0.5% | |
| Fidelity Freedom Blend Inc Fd | Mutual Funds | — | — | $201K | 0.5% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $116K | 0.3% | |
| Fidelity Freedom Blend 2015 Fd | Mutual Funds | — | — | $44K | 0.1% | |
| (E) | Other securities | — | — | $44K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
