How big is Stellar Strategy LLC's plan?

Stellar Strategy LLC's plan reported $875K in assets and 5 participants for 2024.

Original filing (PDF)20250530063907NAL0021853682001

Stellar Strategy LLC

Name: Stellar Strategy LLC — Stellar Strategy 401(k) Plan, Form 5500 (2024)
Creator: Stellar Strategy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stellar Strategy 401(k) Plan

401(k) retirement plan · Stellar Strategy LLC's Stellar Strategy 401(k) Plan held $875K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$875K

Net assets (EOY)

$875K

People on this filing

Edward Heffernan signed Stellar Strategy LLC's 2024 Form 5500 as plan administrator.

Edward Heffernan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stellar Strategy LLC's EIN is 82-4238854.

EIN 82-4238854

Plan number 001

Plan year 2024

ACK ID 20250530063907NAL0021853682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stellar Strategy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stellar Strategy LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STELLAR STRATEGY LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score