· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STELLA'S COFFEE BAR LLC — STELLA'S COFFEE BAR LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250916081109NAL0003917970001
STELLA'S COFFEE BAR LLC
Form 5500-SF
FILING_RECEIVED
STELLA'S COFFEE BAR LLC 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
5
Plan assets (EOY)
$17K
Net assets (EOY)
$17K
Plan health score (directional)
86
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STELLA'S COFFEE BAR LLC
.
Find decision makers
Plan sponsor
Name
STELLA'S COFFEE BAR LLC
EIN
84-4548269
Address
160 S. 25TH STREET · FORT DODGE, IA · 50501
Phone
(515) 227-6214
Industry
Accommodation & Food Services
see 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
2025-09-16
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2S · Automatic enrollment
2K · 401(m) arrangement
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
CLIVES COFFEE LLC
SIDEKICK COFFEE 401(K) PLAN
$17K · 12 participants
NAM NAM CAFE
NAMNAM CAFE 401(K) PLAN
$17K · 5 participants
NILES ICE CREAM SWEETS & EATS
NILES ICE CREAM SWEETS & EATS
$17K · 1 participants
SMOOTHINATOR
SMOOTHINATOR 401(K) PLAN
$17K · 15 participants
COPPER TOP MARKET INC
COPPER TOP MARKET 401K PLAN
$17K · 12 participants
80
Knocking points off
56% 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.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
S.W.A.N
S.W.A.N PROFIT SHARING 401(K) PLAN
$17K · 3 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B