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Original filing (PDF)20251013155914NAL0000794579001
SOLUTIONS MANUFACTURING
Form 5500
FILING_RECEIVED
SOLUTIONS MANUFACTURING 401(K) PLAN
401(k) retirement plan
Active participants
41
Accounts w/ balance
122
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLUTIONS MANUFACTURING.
Plan sponsor
Name
SOLUTIONS MANUFACTURING
EIN
06-1281754
Address
149 ADDISON ROAD · WINDSOR, CT · 06095
Phone
(860) 683-8300
Industry
Manufacturingsee 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
2025-10-13
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
THE INNOVATIVE CPA GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTICUT WEALTH MANAGEMENT | — | FARMINGTON, CO | INVESTMENT ADVISOR | $38K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC. | — | FARMINGTON, CT | TPA | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
36 direct securities· $16.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ( A ) COLLATERAL, PAR, OR MATURITY VALUE OF SHARES VALUE Mutual Funds - American Funds New Economy R6 | — | — | $25K | $1.5M | 9.2% | |
| JPMorgan Large Cap Growth R6 | — | — | $17K | $1.4M | 8.3% | |
| Pimco Total Return Institutional | — | — | $147K | $1.2M | 7.4% | |
| Wells Fargo Special Small Cap Value R6 | — | — | $25K | $1.0M | 6.1% | |
| American Funds New World R6 | — | — | $13K | $989K | 5.9% | |
| Fidelity Advisor Leveraged Co Stk Z | — | — | $26K | $976K | 5.8% | |
| Ishares S&P 500 Index K | — | — | $1K | $973K | 5.8% | |
| American Funds 2030 Target Date Retire R6 | — | — | $46K | $795K | 4.7% | |
| JPMorgan Equity Income R6 | — | — | $32K | $762K | 4.5% | |
| JPMorgan Us Equity R6 | — | — | $28K | $706K | 4.2% | |
| ( A ) COLLATERAL, PAR, OR MATURITY VALUE OF SHARES VALUE Fixed Annuities * Key Guaranteed Portfolio Fund | — | — | — | $666K | 4.0% | |
| MFS International Diversification R6 | — | — | $28K | $640K | 3.8% | |
| Invesco Oppenheimer Global R6 | — | — | $6K | $571K | 3.4% | |
| Allspring Special Mid Cap Value R6 | — | — | $12K | $555K | 3.3% | |
| Blackrock Global Allocation K | — | — | $28K | $514K | 3.1% | |
| Ishares Russell Mid-Cap Index K | — | — | $31K | $464K | 2.8% | |
| Ishares Russell 2000 Small-Cap Index K | — | — | $19K | $454K | 2.7% | |
| DFA Real Estate Securitites I | — | — | $11K | $441K | 2.6% | |
| Putnam Income R6 | — | — | $79K | $403K | 2.4% | |
| American Funds Capital Income Builder R6 | — | — | $5K | $344K | 2.0% | |
| JPMorgan High Yield R6 | — | — | $43K | $280K | 1.7% | |
| Americal Funds 2060 Target Date Retire R6 | — | — | $13K | $236K | 1.4% | |
| American Funds Intl Growth and Income R6 | — | — | $5K | $167K | 1.0% | |
| Blackrock Mid-Cap Growth Equity K | — | — | $3K | $140K | 0.8% | |
| Putnam Small Cap Growth R6 | — | — | $1K | $110K | 0.7% | |
| American Funds 2050 Target Date Retire R6 | — | — | $5K | $97K | 0.6% | |
| American Funds 2055 Target Date Retire R6 | — | — | $3K | $90K | 0.5% | |
| American Funds 2035 Target Date Retire R6 | — | — | $3K | $48K | 0.3% | |
| American Funds 2040 Target Date Retire R6 | — | — | $2K | $37K | 0.2% | |
| American Funds 2045 Target Date Retire R6 | — | — | $2K | $34K | 0.2% | |
| American Funds 2020 Target Date Retire R6 | — | — | $2K | $24K | 0.1% | |
| DWS Enhanced Commodity Strategy R6 | — | — | $4K | $21K | 0.1% | |
| DFA Inflation-Protected Securities I | — | — | $1K | $14K | <0.1% | |
| American funds 2025 Target Date Retire R6 437 | — | — | — | $7K | <0.1% | |
| Pimco Income Institutional 372 | — | — | — | $4K | <0.1% | |
| DFA US Small Cap 28 | — | — | — | $1K | <0.1% |