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Original filing (PDF)20250916162258NAL0001401379001
SOLIDUS TECHNICAL SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
SOLIDUS TECHNICAL SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
133
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLIDUS TECHNICAL SOLUTIONS, LLC.
Plan sponsor
Name
SOLIDUS TECHNICAL SOLUTIONS, LLC
EIN
04-3547039
Address
P.O. BOX 255 · LUNENBURG, MA · 014620255
Phone
(866) 765-4387
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | CUSTODIAN | $7K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $42K | — |
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $22K | — |
Investments
30 direct securities · 1 pooled fund· $22.2M(100% of reported assets)
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.
Uncategorized
$21.4M
30 holdings
Common Collective Trust
$851K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FD | — | — | — | $4.6M | 20.7% | |
| FIDELITY CONTRA FUND | — | — | — | $2.4M | 11.0% | |
| VANGUARD TARGET RETIREMENT 2025 FD I | — | — | — | $1.9M | 8.7% | |
| AMERICAN FD BALANCED FD R6 | — | — | — | $1.6M | 7.1% | |
| VANGUARD TARGET RETIREMENT 2045 FD I | — | — | — | $1.3M | 5.7% | |
| HARTFORD INTERNATIONAL OPP HLS IA | — | — | — | $1.1M | 4.7% | |
| VANGUARD TARGET RETIREMENT 2030 FD I | — | — | — | $961K | 4.3% | |
| VANGUARD EQUITY INCOME FD INV | — | — | — | $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 | — | — | — | $838K | 3.8% | |
| VANGUARD TARGET RETIREMENT 2035 FD I | — | — | — | $775K | 3.5% | |
| BLACKROCK STRAT INCOME OPPTY PORT INS | — | — | — | $590K | 2.7% | |
| VANGUARD TARGET RETIREMENT 2055 INV | — | — | — | $488K | 2.2% | |
| VANGUARD TARGET RETIREMENT 2020 FD I | — | — | — | $428K | 1.9% | |
| JANUS HENDERSON ENTERPRISE FD I | — | — | — | $410K | 1.8% | |
| FIDELITY TOTAL BOND FD | — | — | — | $355K | 1.6% | |
| VANGUARD TARGET RETIREMENT 2040 FD I | — | — | — | $348K | 1.6% | |
| AMERICAN EUROPACIFIC GROWTH R6 | — | — | — | $332K | 1.5% | |
| ALLSPRING SPECIAL SM CAP VAL INSTL | — | — | — | $277K | 1.2% | |
| FIDELITY EXTENDED MKT INDEX FD | — | — | — | $274K | 1.2% | |
| FIDELITY EMERGING MARKETS FD | — | — | — | $246K | 1.1% | |
| FIDELITY TOTAL MKT INDEX FD | — | — | — | $242K | 1.1% | |
| VANGUARD SMALL CAP GROWTH INDEX ADM | — | — | — | $236K | 1.1% | |
| FIDELITY LOW PRICED STOCK | — | — | — | $182K | 0.8% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $163K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2060 INV | — | — | — | $131K | 0.6% | |
| PGIM GLOBAL REAL ESTATE FD CL R6 | — | — | — | $130K | 0.6% | |
| FIDELITY INTL INDEX FD | — | — | — | $118K | 0.5% | |
| FIDELITY US BOND INDEX FD | — | — | — | $59K | 0.3% | |
| Notes receivable from participants | — | — | — | $42K | 0.2% | |
| VANGUARD TARGET RETIREMENT INCM INV | — | — | — | $6K | <0.1% |