Plan Snapshot
- Plan Sponsor: Stellar Health Management, LLC
- Sponsor EIN: 873357707
- Sponsor Address: 223 SWANTON STREET, WINCHESTER, MA, 01890
- Plan Type: 401(k)
- Total Participants: 972
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 972 | $12.2M | $221 | $1.2M |
| 2023 | 532 | $10.6M | $0 | $1.0M |
| 2022 | 557 | $10.4M | $0 | $1.0M |
| 2021 | 596 | $12.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| MATTHEW J BERNIER CPA, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $68,441 | — | $68,441 | — | — |
| 2023 | $80,793 | $23,955 | $56,838 | — | — |
| 2022 | $42,872 | $10,936 | $31,936 | — | — |
| 2021 | $41,683 | $11,374 | $30,309 | — | — |