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Original filing (PDF)20251006170601NAL0003838849001
STELLAR SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
218
Accounts w/ balance
348
Plan assets (EOY)
$126.4M
Net assets (EOY)
$126.4M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STELLAR SOLUTIONS, INC..
Plan sponsor
Name
STELLAR SOLUTIONS, INC.
EIN
94-3218045
Address
199 FIRST STREET, SUITE 210 · LOS ALTOS, CA · 94022
Phone
(650) 473-9866
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $33K | — |
| THE VANGUARD GROUP, INC | 23-1945930 | — | NONE | $985 | — |
Investments
36 direct securities· $123.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $27.0M | 21.4% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $12.0M | 9.5% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $9.1M | 7.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $8.4M | 6.6% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $8.3M | 6.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $7.9M | 6.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $4.9M | 3.9% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $4.7M | 3.7% | |
| Vanguard PRIMECAP Fund Investor Shares Mutual Fund | — | — | — | $4.3M | 3.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $4.2M | 3.3% | |
| Vanguard Wellington Fund Investor Shares Mutual Fund | — | — | — | $3.7M | 3.0% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $3.5M | 2.8% | |
| Vanguard Cash Reserve Federal Money Market Fund Money Market Fund | — | — | — | $3.1M | 2.4% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $3.0M | 2.3% | |
| Vanguard Health Care Fund Investor Shares Mutual Fund | — | — | — | $2.5M | 2.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $2.4M | 1.9% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.9M | 1.5% | |
| Vanguard Windsor II Fund Investor Shares Mutual Fund | — | — | — | $1.9M | 1.5% | |
| Vanguard Capital Opportunity Fund Investor Shares Mutual Fund | — | — | — | $1.8M | 1.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral Mutual Fund | — | — | — | $1.4M | 1.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $1.2M | 1.0% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $944K | 0.7% | |
| Vanguard High-Yield Corporate Fund Investor Shares Mutual Fund | — | — | — | $758K | 0.6% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | — | — | — | $669K | 0.5% | |
| Vanguard Short-Term Bond Index Fund Investor Shares Mutual Fund | — | — | — | $600K | 0.5% | |
| Notes receivable from participants Maturing through 2050 | — | — | — | $584K | 0.5% | |
| Vanguard Total International Bond Index Fund Investor Shares Mutual Fund | — | — | — | $447K | 0.4% | |
| Vanguard GNMA Fund Investor Shares Mutual Fund | — | — | — | $436K | 0.3% | |
| Vanguard Global Capital Cycles Fund Mutual Fund | — | — | — | $362K | 0.3% | |
| Vanguard International Value Fund Mutual Fund | — | — | — | $360K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund Investor Shares Mutual Fund | — | — | — | $289K | 0.2% | |
| Vanguard Selected Value Fund Mutual Fund | — | — | — | $286K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $255K | 0.2% | |
| Vanguard Energy Fund Investor Shares Mutual Fund | — | — | — | $174K | 0.1% | |
| Vanguard Inflation-Protected Securities Fund: Inv Shares Mutual Fund | — | — | — | $109K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $31K | <0.1% |
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