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Original filing (PDF)20251013145521NAL0000732195001
STELLANT SYSTEMS, INC.
Form 5500
FILING_RECEIVED
STELLANT SYSTEMS, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,034
Accounts w/ balance
1,127
Plan assets (EOY)
$77.8M
Net assets (EOY)
$77.8M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 26 bps in Schedule C fees — 65% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STELLANT SYSTEMS, INC..
Plan sponsor
Name
STELLANT SYSTEMS, INC.
EIN
91-2046609
Address
3100 LOMITA BLVD · TORRANCE, CA · 90505
Phone
(310) 517-6000
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PBMARES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $98K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES, LLP | 54-0737372 | — | CONSULTANT | $54K | — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | CONSULTANT | $40K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
24 direct securities · 1 pooled fund· $77.8M(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.
Uncategorized
$75.2M
24 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $18.9M | 24.3% | |
| Fidelity Freedom 2025 | — | — | — | $10.0M | 12.8% | |
| Fidelity Freedom 2030 | — | — | — | $8.4M | 10.8% | |
| Fidelity Freedom 2035 | — | — | — | $6.3M | 8.2% | |
| Fidelity Freedom 2040 | — | — | — | $3.7M | 4.8% | |
| Fidelity Freedom 2045 | — | — | — | $3.6M | 4.6% | |
| Fidelity Freedom 2050 | — | — | — | $3.0M | 3.9% | |
| Fidelity Freedom 2060 | — | — | — | $2.7M | 3.5% | |
| Fidelity Freedom 2055 | — | — | — | $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 | — | — | — | $2.4M | 3.1% | |
| Fidelity Extending Market IDX | — | — | — | $2.2M | 2.8% | |
| Fidelity Freedom 2020 | — | — | — | $1.7M | 2.2% | |
| MFS Core Equity Fund | — | — | — | $1.5M | 2.0% | |
| Fidelity Global ex US Index Fund | — | — | — | $1.3M | 1.7% | |
| Columbia Bond Fund I3 | — | — | — | $1.3M | 1.6% | |
| BlackRock Advantage Small Mid Cap K | — | — | — | $1.3M | 1.6% | |
| Goldman Sachs Goldman Sachs GQG Partners International Opportunities | — | — | — | $1.2M | 1.5% | |
| Fidelity Freedom 2065 | — | — | — | $1.1M | 1.4% | |
| Fidelity Freedom 2010 | — | — | — | $1.0M | 1.3% | |
| Fidelity US Bond Index | — | — | — | $451K | 0.6% | |
| Fidelity Freedom 2015 | — | — | — | $246K | 0.3% | |
| Fidelity Freedom Income Fund | — | — | — | $134K | 0.2% | |
| Fidelity Government Money Market | — | — | — | $16K | <0.1% | |
| Fidelity Freedom 2070 | — | — | — | $3K | <0.1% |
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