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Original filing (PDF)20251007173144NAL0002628451001
MICHAEL STARS
Form 5500
FILING_RECEIVED
MICHAEL STARS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
90
Accounts w/ balance
124
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: STABLE VALUE FUND (extraction pending)]" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL STARS.
Plan sponsor
Name
MICHAEL STARS
EIN
95-4073550
Address
12955 SOUTH CHADRON AVENUE · HAWTHORNE, CA · 90250
Phone
(310) 263-7375
Industry
Retail Tradesee 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JMK CPA PARTNERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $900 | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $885 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPF RETIREMENT INC | 33-0905143 | — | INVESTMENT ADVISORY | $20K | — |
Investments
1 direct security · 8 pooled funds· $858K(21% 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
$759K
8 holdings
Uncategorized
$99K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STABLE VALUE CLASS I1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $243K | 6.0% | |
| CORE PLUS BOND I1 WILMINGTON TRUST · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $151K | 3.7% | |
| MID CAP GROWTH FUND II CLASS I1 GREAT GRAY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $104K | 2.6% | |
| [DFE: LARGE CAP VALUE FUND (extraction pending)] | — | — | — | $99K | 2.4% | |
| WILMINGTON/PUTNAM EQUITY INCOME LAR WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $99K | 2.4% | |
| LARGE CAP GROWTH III I1 WILMINGTON TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $94K | 2.3% | |
| INTERNATIONAL EQUITY CLASS I1 WELLINGTON · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $44K | 1.1% | |
| SMALL CAP GROWTH FUND II I1 WILMINGTON TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $15K | 0.4% | |
| COHEN & STEERS U.S. REALTY CLASS RS SEI · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $10K | 0.2% |
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