Plan Snapshot
- Plan Sponsor: Stellant Systems, INC.
- Sponsor EIN: 876607762
- Sponsor Address: 3100 W. LOMITA BOULEVARD, TORRANCE, CA, 90505
- Plan Type: DB
- Total Participants: 9
- Total Assets: $39.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9 | $39.4M | $0 | $0 |
| 2023 | 53 | $59.4M | $0 | $38,413 |
| 2022 | 54 | $60.5M | $0 | $49,113 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SEGAL | NONE | $333,058 | — | $333,058 |
| BLACKROCK | NONE | $156,585 | — | $156,585 |
| GROOM LAW GROUP | NONE | $110,674 | — | $110,674 |
| CREATIVE PLANNING HOLDCO, LLC | NONE | $100,000 | — | $100,000 |
| PBMARES | NONE | $27,263 | — | $27,263 |
| NORTHERN TRUST COMPANY | NONE | $22,234 | — | $22,234 |
| BAA CAPITAL ADVISORS, INC. | NONE | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROOM LAW GROUP — NONE
- CREATIVE PLANNING HOLDCO, LLC — NONE
- PBMARES — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $754,814
- Estimated Expense Ratio: 1.915% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $774,507 | $18,483 | $466,531 | — | — |
| 2023 | $527,211 | $18,816 | $404,228 | — | — |
| 2022 | $287,203 | $25,000 | $10,573 | — | $251,630 |