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Original filing (PDF)20250930220251NAL0005694499002
STELLAR DEVELOPMENT FOUNDATION
Form 5500
FILING_RECEIVED
STELLAR DEVELOPMENT FOUNDATION 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
133
Accounts w/ balance
174
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 46% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STELLAR DEVELOPMENT FOUNDATION.
Plan sponsor
Name
STELLAR DEVELOPMENT FOUNDATION
EIN
46-5281503
Address
475 BRANNAN STREET · SUITE 400 · SAN FRANCISCO, CA · 94107
Phone
(760) 563-8437
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
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
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $10K | — |
Investments
36 direct securities· $14.4M(100% of reported assets)
Uncategorized
$7.8M
35 holdings
Mutual Funds
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | Mutual Funds | — | — | $6.7M | 46.2% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $2.3M | 16.1% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $1.6M | 11.0% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $1.2M | 8.3% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $584K | 4.0% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $506K | 3.5% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $417K | 2.9% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $325K | 2.2% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $84K | 0.6% | |
| Money market fund Vanguard Group Reserve Fed Money Market Fund Money Market Fund | — | — | — | $75K | 0.5% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $60K | 0.4% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $57K | 0.4% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $56K | 0.4% | |
| Vanguard Short-Term Bond Index Admiral Mutual Fund | — | — | — | $42K | 0.3% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $39K | 0.3% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $36K | 0.2% | |
| Vanguard Group Large Cap Index Fund Admiral Mutual Fund | — | — | — | $28K | 0.2% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $27K | 0.2% | |
| Vanguard Group Value Index Adm Mutual Fund | — | — | — | $26K | 0.2% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $26K | 0.2% | |
| Vanguard Long Term Government Bond Index Admiral Mutual Fund | — | — | — | $25K | 0.2% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $25K | 0.2% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $22K | 0.2% | |
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Cash | — | — | — | $21K | 0.1% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $21K | 0.1% | |
| Vanguard Group Total International Stock Index Admiral Mutual Fund | — | — | — | $21K | 0.1% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $20K | 0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Mutual Fund | — | — | — | $19K | 0.1% | |
| Vanguard High Dividend Yield Index Fund Admiral Mutual Fund | — | — | — | $14K | <0.1% | |
| Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Utilities Index Admiral Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Group Mid-Cap Value Index Fund Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard European Stock Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Group International DVD Appreciation Mutual Fund | — | — | — | $2K | <0.1% |
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