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Original filing (PDF)20251015084929NAL0002042483001
STARREZ, INC.
Form 5500
FILING_RECEIVED
STARREZ 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
188
Accounts w/ balance
186
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
11 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STARREZ, INC..
Plan sponsor
Name
STARREZ, INC.
EIN
87-0700759
Address
6100 GREENWOOD PLAZA BLVD · GREENWOOD VILLAGE, CO · 801114803
Phone
(303) 996-6096
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS PC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $19K | — |
Investments
15 direct securities · 11 pooled funds· $11.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$9.3M
11 holdings
Uncategorized
$2.4M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $2.2M | 18.6% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $1.4M | 12.2% | |
| FIDELITY FID 500 INDEX | — | — | — | $1.2M | 10.4% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $1.1M | 9.3% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $1.0M | 8.8% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $966K | 8.2% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $864K | 7.4% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $797K | 6.8% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $652K | 5.6% | |
| FIDELITY FID INTL INDEX | — | — | — | $262K | 2.2% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $251K | 2.1% | |
| FIDELITY FID CONTRAFUND K6 | — | — | — | $241K | 2.1% | |
| FIDELITY FID MID CAP IDX | — | — | — | $162K | 1.4% | |
| Money Market Fund * FIDELITY FID GOVT MMKT | — | — | — | $126K | 1.1% | |
| JOHN HANCOCK JH DSCPL VAL MDCP R6 | — | — | — | $108K | 0.9% | |
| FIDELITY FID SM CAP IDX | — | — | — | $61K | 0.5% | |
| PRINCIPAL PIF EQUITY INC INST | — | — | — | $49K | 0.4% | |
| AMERICAL BEACON ABF SM CAP VAL R5 | — | — | — | $49K | 0.4% | |
| PIMCO INCOME INST | — | — | — | $36K | 0.3% | |
| AMERICAL FUNDS AF EUROPAC GROWTH R6 | — | — | — | $34K | 0.3% | |
| FIDELITY FID US BOND IDX | — | — | — | $26K | 0.2% | |
| INVESCO INVS DEVELOP MKT R6 | — | — | — | $25K | 0.2% | |
| MASS MUTUAL MM MID CAP GRTH I | — | — | — | $24K | 0.2% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $19K | 0.2% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $12K | 0.1% | |
| JANUS HENDERSON J H TRITON N | — | — | — | $10K | <0.1% |
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