Retirement plan

STELLANT SYSTEMS, INC. RETIREMENT PLAN

Name: STELLANT SYSTEMS, INC. - STELLANT SYSTEMS, INC. RETIREMENT PLAN (2024) Form 5500
Creator: STELLANT SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STELLANT SYSTEMS, INC. RETIREMENT PLAN, STELLANT SYSTEMS, INC.

STELLANT SYSTEMS, INC.EIN 91-2046609Plan #001PY 2024

3100 LOMITA BLVD - TORRANCE, CA 90505310-517-6000stellantsystems.comLinkedIn501-1000 employeesaviation & aerospace

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$77.8M

+37.2% from 2023

Total participants

1,207

+53.8% from 2023

Average account balance

$69,017

-13.0% from 2023

Annual return

24.11%

-63.86 pp from 2023

Benchmarks

See 840 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort840 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$77.78M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$69K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,127

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+24.11%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$182

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$97,894
PBMARES, LLP2 years Service code 10 · EIN 54-0737372	Accounting	$53,965
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 84-4519624	Consulting	$40,000
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$13,746

Plan features & details

Pension benefit codes2G2J2K2S2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$206K

$199 / participant

Recordkeeping$98K47.6%
Investment mgmt$14K6.7%
Other / not subdivided$94K45.7%

% of EOY assets

0.264%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PBMARES LLP
Auditor EIN: 540737372
Audit fees: $53,965
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,017

$110,282-37.4%

$102,434-32.6%

$199,960-65.5%

Participation rate

92.3%

86.3%+6.0pp

76.5%+15.8pp

72.0%+20.3pp

Annual return

24.11%

35.75%-11.6pp

29.46%-5.3pp

34.28%-10.2pp

Employer contribution / active EE

$5,444

$3,603+51.1%

$3,023+80.1%

$3,036+79.3%

Participant deferral / active EE

$10,303

$6,376+61.6%

$5,055+103.8%

$5,087+102.5%

Admin fee / account holder

$182

$122+49.2%

$9,462-98.1%

$269-32.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$97,894

PBMARES, LLP2 years

Service code 10 · EIN 54-0737372

Accounting

$53,965

CREATIVE PLANNING LLC3 years

Filed as: CREATIVE PLANNING HOLDCO, LLC

Service code 16 · EIN 84-4519624

Consulting

$40,000

STRATEGIC ADVISORS, INC.2 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$13,746

STELLANT SYSTEMS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STELLANT SYSTEMS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion