Employers › Stellar Health Group
Recordkeeping fees per participant · The Stellar Health Group, Inc. 401(k) · plan year 2024
$49.12
Higher than 36% of the 14,075 plans $10 to 50M that report it.
= $11,248 / 229
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014152914NAL0001583267001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014152914NAL0001583267001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$49.12
Higher than 26% of the 24,371 plans $10 to 50M that report it.
= $11,248 / 229
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014152914NAL0001583267001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014152914NAL0001583267001, received 2025-10-14
Administrative expenses per participant
$108.53
Higher than 29% of the 25,098 plans $10 to 50M that report it.
= $24,854 / 229
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014152914NAL0001583267001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014152914NAL0001583267001, received 2025-10-14
Administrative expenses as a share of assets
0.174%
Higher than 31% of the 25,132 plans $10 to 50M that report it.
= $24,854 / $14,292,048
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014152914NAL0001583267001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014152914NAL0001583267001, received 2025-10-14
Employer contributions per participant
$2,609
Higher than 65% of the 24,050 plans $10 to 50M that report it.
= $597,385 / 229
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014152914NAL0001583267001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014152914NAL0001583267001, received 2025-10-14
Employer share of total contributions
27.0%
Higher than 47% of the 24,084 plans $10 to 50M that report it.
= $597,385 / $2,212,647
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014152914NAL0001583267001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014152914NAL0001583267001, received 2025-10-14
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014152914NAL0001583267001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | THE STELLAR HEALTH GROUP,INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Plan name | THE STELLAR HEALTH GROUP, INC. 401(K) | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Sponsor EIN / plan number | 82-4157637 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Sponsor location | NEW YORK, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Industry (business code) | 511210, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Participants, beginning of year | 130 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Active participants | 140 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Participants, end of year | 236 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Participants with an account balance | 229 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Total assets, beginning of year | $0 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Total assets, end of year | $14,292,048 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Net assets, end of year | $14,292,048 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Total income | $3,828,369 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Net income | $1,746,961 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Employer contributions | $597,385 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Participant contributions | $1,455,796 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $159,466 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Total contributions | $2,212,647 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Benefit payments | $2,056,554 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $2,081,408 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Total administrative expenses | $24,854 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Recordkeeping fees | $11,248 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Investment advisory and management fees | $13,606 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Administrative expenses excluding investment management | $11,248 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Held in mutual funds | $14,292,048 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014152914NAL0001583267001, received 2025-10-14 |
| Independent auditor | RUSSON + JOHNSTON CPAS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014152914NAL0001583267001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014152914NAL0001583267001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $13,606 | no |
| EMPOWER LIFE & ANNUITY INSURANCE COrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $11,248 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014152914NAL0001583267001, received 2025-10-14.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.
Sponsor name as filed: THE STELLAR HEALTH GROUP,INC.; SEC registrant: Stellar Health Group, Inc. (CIK 1778250, matched by EIN).