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Original filing (PDF)20251007172555NAL0005118449001
STELLARTECH RESEARCH CORP.
Form 5500
FILING_RECEIVED
SRC 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
103
Accounts w/ balance
141
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
86
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BlackRock BlackRock LP Index Ret K" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STELLARTECH RESEARCH CORP..
Plan sponsor
Name
STELLARTECH RESEARCH CORP.
EIN
77-0212562
Address
560 COTTONWOOD DR. · MILPITAS, CA · 95035
Phone
(408) 331-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MUN CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
22 direct securities· $15.1M(100% of reported assets)
Uncategorized
$15.1M
21 holdings
Mutual Funds
$25K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LP Index Ret K | — | — | — | $4.3M | 28.4% | |
| BlackRock LP Index 2030 K | — | — | — | $3.0M | 19.6% | |
| iShares S&P 500 Index FD K | — | — | — | $2.4M | 15.6% | |
| BlackRock LP Index 2035 | — | — | — | $1.4M | 8.9% | |
| PIMCO Government MMkt Inst | — | — | — | $1.0M | 6.7% | |
| BlackRock LP Index 2040 | — | — | — | $894K | 5.9% | |
| Franklin Dyna Tech Fund R6 | — | — | — | $545K | 3.6% | |
| BlackRock LP Index 2060 | — | — | — | $340K | 2.2% | |
| BlackRock LP Index 2050 | — | — | — | $330K | 2.2% | |
| BlackRock LP Index 2055 | — | — | — | $317K | 2.1% | |
| Notes Receivable From Participants * Notes receivable from participants Interest rates range 4.25% - 9.50% | — | — | — | $239K | 1.6% | |
| iShares Russell 2000 SC Idx K | — | — | — | $130K | 0.9% | |
| iShares Russell Mid Cap Idx K | — | — | — | $129K | 0.9% | |
| BlackRock LP Index 2045 | — | — | — | $104K | 0.7% | |
| BlackRock Total Return Fund ** 972 Pimco Income Fund | Mutual Funds | — | — | $25K | 0.2% | |
| MFS Mid Cap Value Fd R6 | — | — | — | $23K | 0.2% | |
| Money Market Accounts JP Morgan JP Morgan US Govt MMkt Cap Cl | — | — | — | $22K | 0.1% | |
| Janus Henderson Triton N | — | — | — | $18K | 0.1% | |
| Invesco Opp Intl Divsfd R6 | — | — | — | $12K | <0.1% | |
| Franklin Sm Cap VA Fd R6 | — | — | — | $10K | <0.1% | |
| The Hartford The Hartford MidCap Fd Cl R6 | — | — | — | $9K | <0.1% | |
| Cohen & Steers Cohen & Steers Inst Realty | — | — | — | $4K | <0.1% |
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