Carla James signed Solidus Technical Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solidus Technical Solutions, LLC's EIN is 04-3547039.
Download the official 2024 Form 5500 (PDF) for Solidus Technical Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solidus Technical Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | CUSTODIAN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $42K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FD | Common Collective Trusts | — | — | $4.6M | 20.7% | |
| FIDELITY CONTRA FUND | Mutual Funds | — | — | $2.4M | 11.0% | |
| VANGUARD TARGET RETIREMENT 2025 FD I | Mutual Funds | — | — | $1.9M | 8.7% | |
| AMERICAN FD BALANCED FD R6 | Other securities | — | — | $1.6M | 7.1% | |
| VANGUARD TARGET RETIREMENT 2045 FD I | Mutual Funds | — | — | $1.3M | 5.7% | |
| HARTFORD INTERNATIONAL OPP HLS IA | Other securities | — | — | $1.1M | 4.7% | |
| VANGUARD TARGET RETIREMENT 2030 FD I | Mutual Funds | — | — | $961K | 4.3% | |
| VANGUARD EQUITY INCOME FD INV | Mutual Funds | — | — | $866K | 3.9% | |
| WTRISC METLIFE 25554 CL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $851K | 3.8% | |
| VANGUARD TARGET RETIREMENT 2050 FD I | Mutual Funds | — | — | $838K | 3.8% | |
| VANGUARD TARGET RETIREMENT 2035 FD I | Mutual Funds | — | — | $775K | 3.5% | |
| BLACKROCK STRAT INCOME OPPTY PORT INS | Other securities | — | — | $590K | 2.7% | |
| VANGUARD TARGET RETIREMENT 2055 INV | Mutual Funds | — | — | $488K | 2.2% | |
| VANGUARD TARGET RETIREMENT 2020 FD I | Mutual Funds | — | — | $428K | 1.9% | |
| JANUS HENDERSON ENTERPRISE FD I | Mutual Funds | — | — | $410K | 1.8% | |
| FIDELITY TOTAL BOND FD | Mutual Funds | — | — | $355K | 1.6% | |
| VANGUARD TARGET RETIREMENT 2040 FD I | Mutual Funds | — | — | $348K | 1.6% | |
| AMERICAN EUROPACIFIC GROWTH R6 | Other securities | — | — | $332K | 1.5% | |
| ALLSPRING SPECIAL SM CAP VAL INSTL | Other securities | — | — | $277K | 1.2% | |
| FIDELITY EXTENDED MKT INDEX FD | Mutual Funds | — | — | $274K | 1.2% | |
| FIDELITY EMERGING MARKETS FD | Mutual Funds | — | — | $246K | 1.1% | |
| FIDELITY TOTAL MKT INDEX FD | Mutual Funds | — | — | $242K | 1.1% | |
| VANGUARD SMALL CAP GROWTH INDEX ADM | Mutual Funds | — | — | $236K | 1.1% | |
| FIDELITY LOW PRICED STOCK | Mutual Funds | — | — | $182K | 0.8% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $163K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2060 INV | Mutual Funds | — | — | $131K | 0.6% | |
| PGIM GLOBAL REAL ESTATE FD CL R6 | Other securities | — | — | $130K | 0.6% | |
| FIDELITY INTL INDEX FD | Mutual Funds | — | — | $118K | 0.5% | |
| FIDELITY US BOND INDEX FD | Mutual Funds | — | — | $59K | 0.3% | |
| Notes receivable from participants | Other securities | — | — | $42K | 0.2% | |
| VANGUARD TARGET RETIREMENT INCM INV | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $22K | — |
