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LODESTAR GROUP LLC — LODESTAR GROUP LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20251009180836NAL0004153267001
LODESTAR GROUP LLC
Form 5500-SF
FILING_RECEIVED
LODESTAR GROUP LLC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 10.8 mo
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
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
LODESTAR GROUP LLC
.
Find decision makers
Plan sponsor
Name
LODESTAR GROUP LLC
EIN
86-1308746
Address
3072 ATWATER DRIVE · BURLINGAME, CA · 94010
Phone
(650) 627-4820
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 10.8 months past the 10.5-month grace window.
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.
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