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Original filing (PDF)20251015123638NAL0002416691001
STIMLABS, LLC
Form 5500
FILING_RECEIVED
STIMLABS 401(K) PLAN
401(k) retirement plan
Active participants
219
Accounts w/ balance
118
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
28 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
92
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STIMLABS, LLC.
Plan sponsor
Name
STIMLABS, LLC
EIN
47-2595191
Address
1225 NORTH MEADOW PARKWAY · SUITE 104 · ROSWELL, GA · 30076
Phone
(404) 985-7452
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM LLC
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 | — | RECORDKEEPER | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | REGISTERED IN VESTMENT AD | $6K | — |
Investments
28 pooled funds· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| HARBOR MID CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INVESCO GLOBAL FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| LORD ABBETT VALUE OPPS FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| UNDISCOVERED MGR BEHAVIORAL JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| DODGE & COX STOCK FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| TEMPLETON WORLD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
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