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Original filing (PDF)20251007115553NAL0008073616001
CELESTAR HOLDINGS CORPORATION
Form 5500
FILING_RECEIVED
CELESTAR 401(K) PLAN
401(k) retirement plan
Active participants
328
Accounts w/ balance
333
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
35 pooled trusts
Schedule D
64 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CELESTAR HOLDINGS CORPORATION.
Plan sponsor
Name
CELESTAR HOLDINGS CORPORATION
EIN
46-3512974
Address
9501 EAST US HIGHWAY 92 · TAMPA, FL · 33610
Phone
(813) 627-9069
Industry
Professional & Technical Servicessee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPING & INFORMATI | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH | 39-2018056 | MILWAUKEE, WI | RIA | $21K | — |
Investments
30 direct securities · 35 pooled funds· $18.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$9.5M
35 holdings
Uncategorized
$9.4M
30 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 500 INDEX FUND Pooled Separate Account | — | — | — | $1.5M | 14.7% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 14.7% | |
| John Hancock Life Insurance BlackRock LifePath Index 2030 # | — | — | — | $1.4M | 14.2% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 14.2% | |
| John Hancock Life Insurance BlackRock LifePath Index 2040 # | — | — | — | $1.1M | 10.7% | |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 10.7% | |
| John Hancock Life Insurance Blue Chip Growth Fund # | — | — | — | $981K | 9.8% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $981K | 9.8% | |
| John Hancock Life Insurance BlackRock LifePath Index 2045 # | — | — | — | $819K | 8.2% | |
| BLACKROCK LIFEPATH 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $819K | 8.2% | |
| John Hancock Life Insurance BlackRock LifePath Index 2060 # | — | — | — | $523K | 5.2% | |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $523K | 5.2% | |
| John Hancock Life Insurance BlackRock LifePath Index 2055 # | — | — | — | $489K | 4.9% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $489K | 4.9% | |
| BLACKROCK LIFEPATH INDEX 2050 Pooled Separate Account | — | — | — | $425K | 4.3% | |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $425K | 4.3% | |
| VANGUARD VALUE INDEX FUND Pooled Separate Account | — | — | — | $410K | 4.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $410K | 4.1% | |
| BLACKROCK LIFEPATH INDEX 2035 Pooled Separate Account | — | — | — | $322K | 3.2% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $322K | 3.2% | |
| John Hancock Life Insurance BlackRock LifePath Index Ret # | — | — | — | $264K | 2.6% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $264K | 2.6% | |
| BLACKROCK LIFEPATH INDEX 2025 Pooled Separate Account | — | — | — | $238K | 2.4% | |
| BLACKROTH LIFEPATH INDEX 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $238K | 2.4% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $205K | 2.0% | |
| John Hancock Life Insurance AF American Balanced Fund # | — | — | — | $189K | 1.9% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $189K | 1.9% | |
| BlackRock LifePath Index 2065 Pooled Separate Account | — | — | — | $172K | 1.7% | |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $172K | 1.7% | |
| John Hancock Life Insurance Vanguard Mid-Cap Growth ETF # | — | — | — | $115K | 1.2% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $115K | 1.2% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $101K | 1.0% | |
| Participant Loans 5.25% - 10.5% | — | — | — | $87K | 0.9% | |
| maturities through 2029 # | — | — | — | $87K | 0.9% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 0.5% | |
| John Hancock Life Insurance John Hancock Bond Fund # | — | — | — | $51K | 0.5% | |
| Cash # | — | — | — | $47K | 0.5% | |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.4% | |
| MID CAP INDEX FUND Pooled Separate Account | — | — | — | $35K | 0.3% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $35K | 0.3% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.3% | |
| Amer Fds New Perspective Fund Pooled Separate Account | — | — | — | $23K | 0.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.2% | |
| SMALL CAP INDEX FUND Pooled Separate Account | — | — | — | $22K | 0.2% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| John Hancock Life Insurance Invesco Small Cap Growth # | — | — | — | $22K | 0.2% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| BlackRock Infl Protected Bond Pooled Separate Account | — | — | — | $15K | 0.2% | |
| BLACKROCK INFL PROTECTED BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.2% | |
| Vanguard Interm-Term Bond Idx Pooled Separate Account | — | — | — | $12K | 0.1% | |
| VANGUARD INTERM-TERM BOND IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| BlackRock US Debt Index Fund Pooled Separate Account | — | — | — | $9K | <0.1% | |
| BLACKROCK US DEBT INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| JPMORGAN GLOBAL BOND OPPS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| John Hancock Life Insurance American Funds New World Fund # | — | — | — | $9K | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| John Hancock Life Insurance Vanguard Short-Term Federal # | — | — | — | $8K | <0.1% | |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| John Hancock Life Insurance Templeton World Fund # | — | — | — | $6K | <0.1% | |
| TEMPLETON WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| John Hancock Life Insurance Intl Equity Index Fund # | — | — | — | $4K | <0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MFS MID CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $475 | <0.1% | |
| PGIM GLOBAL TOTAL RETURN FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $391 | <0.1% |
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