Stellar Health Management, Llc 401(k) Plan
Sponsored by Stellar Health Management, Llc · EIN 873357707 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 972
- With balances
- 172
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Park Avenue Securities Llc CRD 46173 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $61,334 |
| Intac Actuarial Services Inc | Contract administrator, Direct payment from the plan, Other fees | $7,184 |
| Park Avenue Securities | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $12.2M | 972 | ack 20251013110428NAL0000521875001 |
| 01/01/2021 | $12.1M | 596 | ack 20250714162149NAL0001018419001 |