RAVI Gadam signed Stellant Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stellant Systems, Inc.'s EIN is 91-2046609.
Download the official 2024 Form 5500 (PDF) for Stellant Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stellant Systems, Inc.'s plan includes a 401(k) feature, automatic enrollment, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES, LLP | 54-0737372 | — | CONSULTANT | $54K | — |
| CREATIVE PLANNING HOLDCO, LLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $18.9M | 24.3% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $10.0M | 12.8% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $8.4M | 10.8% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $6.3M | 8.2% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $3.7M | 4.8% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $3.6M | 4.6% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $3.0M | 3.9% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $2.7M | 3.5% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $2.7M | 3.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.6M | 3.4% | |
| Participants 3.5% – 9.5%; maturing through 2034 | Bonds / Notes | — | — | $2.4M | 3.1% | |
| Fidelity Extending Market IDX | Common Collective Trusts | — | — | $2.2M | 2.8% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $1.7M | 2.2% | |
| MFS Core Equity Fund | Mutual Funds | — | — | $1.5M | 2.0% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $1.3M | 1.7% | |
| Columbia Bond Fund I3 | Other securities | — | — | $1.3M | 1.6% | |
| BlackRock Advantage Small Mid Cap K | Other securities | — | — | $1.3M | 1.6% | |
| Goldman Sachs Goldman Sachs GQG Partners International Opportunities | Other securities | — | — | $1.2M | 1.5% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $1.1M | 1.4% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $1.0M | 1.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $451K | 0.6% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $246K | 0.3% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $134K | 0.2% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Freedom 2070 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-4519624 |
| — |
| CONSULTANT |
| $40K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
