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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 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
FUTUREPLAN BY ASCENSUS82-3719843RECORDKEEPER$900
TRANSAMERICA LIFE INSURANCE COMPANY39-0989781RECORDKEEPER$885
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
NPF RETIREMENT INC33-0905143INVESTMENT 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
PIInvestmentTypeShares / unitsCostCurrent value% of plan
STABLE VALUE CLASS I1
WILMINGTON TRUST · EIN 85-4031707 / PN 653
Common Collective Trust
$243K6.0%
CORE PLUS BOND I1
WILMINGTON TRUST · EIN 38-4116854 / PN 515
Common Collective Trust
$151K3.7%
MID CAP GROWTH FUND II CLASS I1
GREAT GRAY · EIN 38-7304118 / PN 001
Common Collective Trust
$104K2.6%
[DFE: LARGE CAP VALUE FUND (extraction pending)]$99K2.4%
WILMINGTON/PUTNAM EQUITY INCOME LAR
WILMINGTON TRUST · EIN 38-4065329 / PN 426
Common Collective Trust
$99K2.4%
LARGE CAP GROWTH III I1
WILMINGTON TRUST · EIN 38-7275327 / PN 001
Common Collective Trust
$94K2.3%
INTERNATIONAL EQUITY CLASS I1
WELLINGTON · EIN 38-4139853 / PN 631
Common Collective Trust
$44K1.1%
SMALL CAP GROWTH FUND II I1
WILMINGTON TRUST · EIN 38-4126288 / PN 592
Common Collective Trust
$15K0.4%
COHEN & STEERS U.S. REALTY CLASS RS
SEI · EIN 46-3411346 / PN 064
Common Collective Trust
$10K0.2%

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