Roger Stern signed Stellartech Research Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stellartech Research Corp.'s EIN is 77-0212562.
Download the official 2024 Form 5500 (PDF) for Stellartech Research Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stellartech Research Corp.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LP Index Ret K | Other securities | — | — | $4.3M | 28.4% | |
| BlackRock LP Index 2030 K | Other securities | — | — | $3.0M | 19.6% | |
| iShares S&P 500 Index FD K | Common Collective Trusts | — | — | $2.4M | 15.6% | |
| BlackRock LP Index 2035 | Other securities | — | — | $1.4M | 8.9% | |
| PIMCO Government MMkt Inst | Mutual Funds | — | — | $1.0M | 6.7% | |
| BlackRock LP Index 2040 | Other securities | — | — | $894K | 5.9% | |
| Franklin Dyna Tech Fund R6 | Mutual Funds | — | — | $545K | 3.6% | |
| BlackRock LP Index 2060 | Other securities | — | — | $340K | 2.2% | |
| BlackRock LP Index 2050 | Other securities | — | — | $330K | 2.2% | |
| BlackRock LP Index 2055 | Other securities | — | — | $317K | 2.1% | |
| Notes Receivable From Participants * Notes receivable from participants Interest rates range 4.25% - 9.50% | Bonds / Notes | — | — | $239K | 1.6% | |
| iShares Russell 2000 SC Idx K | Common Collective Trusts | — | — | $130K | 0.9% | |
| iShares Russell Mid Cap Idx K | Common Collective Trusts | — | — | $129K | 0.9% | |
| BlackRock LP Index 2045 | Other securities | — | — | $104K | 0.7% | |
| BlackRock Total Return Fund ** 972 Pimco Income Fund | Mutual Funds | — | — | $25K | 0.2% | |
| MFS Mid Cap Value Fd R6 | Mutual Funds | — | — | $23K | 0.2% | |
| Money Market Accounts JP Morgan JP Morgan US Govt MMkt Cap Cl | Cash / Money Market | — | — | $22K | 0.1% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $18K | 0.1% | |
| Invesco Opp Intl Divsfd R6 | Mutual Funds | — | — | $12K | <0.1% | |
| Franklin Sm Cap VA Fd R6 | Mutual Funds | — | — | $10K | <0.1% | |
| The Hartford The Hartford MidCap Fd Cl R6 | Other securities | — | — | $9K | <0.1% | |
| Cohen & Steers Cohen & Steers Inst Realty | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
