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Original filing (PDF)20250916082042NAL0003928018001
SOLIX, INC.
Form 5500
FILING_RECEIVED
SOLIX, INC. SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
208
Plan assets (EOY)
$69.2M
Net assets (EOY)
$69.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLIX, INC..
Plan sponsor
Name
SOLIX, INC.
EIN
22-3741663
Address
PO BOX 685 · PARSIPPANY, NJ · 07054
Phone
(973) 581-5201
Industry
All Other Professional Services· 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH AND BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
30 direct securities · 1 pooled fund· $70.1M(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
$69.1M
30 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Institutional Services Company Fidelity Growth Company Fund | — | — | — | $12.9M | 18.6% | |
| Fidelity Investments Institutional Services Company Fidelity 500 Index Fund | — | — | — | $8.7M | 12.6% | |
| Fidelity Investments Institutional Services Company Fidelity Contrafund | — | — | — | $8.1M | 11.7% | |
| Vanguard Group, Inc. Vanguard Windsor II Fund | — | — | — | $5.0M | 7.2% | |
| BAMCO, Inc. Baron Growth Fund | — | — | — | $3.8M | 5.5% | |
| MFS Investment Management MFS Lifetime 2040 R4 | — | — | — | $3.6M | 5.1% | |
| MFS Investment Management MFS Lifetime 2030 R4 | — | — | — | $2.6M | 3.7% | |
| MFS Investment Management MFS Lifetime 2035 R4 | — | — | — | $2.2M | 3.2% | |
| Fidelity Investments Institutional Services Company Fidelity Government Money Market K6 | — | — | — | $2.1M | 3.0% | |
| JP Morgan Fleming Mutual Group, Inc. JP Morgan Mid Cap Value Fund | — | — | — | $2.0M | 2.9% | |
| MFS Investment Management MFS Lifetime 2045 R4 | — | — | — | $1.8M | 2.7% | |
| MFS Investment Management MFS Lifetime 2050 R4 | — | — | — | $1.8M | 2.6% | |
| Fidelity Investments Institutional Services Company Fidelity Low-Priced Stock Fund | — | — | — | $1.7M | 2.5% | |
| Metropolitan West Asset Management Metwest Total Return Bond Fund | — | — | — | $1.5M | 2.2% | |
| Fidelity Investments Institutional Services Company Fidelity Diversified International Fund | — | — | — | $1.4M | 2.1% | |
| MFS Investment Management MFS Lifetime 2025 R4 | — | — | — | $1.1M | 1.6% | |
| MFS Investment Management MFS Lifetime Inc R4 | — | — | — | $1.1M | 1.5% | |
| Fidelity Investments Institutional Services Company Fidelity International Index Fund | — | — | — | $1.0M | 1.5% | |
| MFS Investment Management MFS Lifetime 2055 R4 | — | — | — | $1.0M | 1.5% | |
| Fidelity Investments Institutional Services Company Managed Income Portfolio II | — | — | — | $1.0M | 1.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.0M | 1.5% | |
| Fidelity Investments Institutional Services Company Fidelity Extended Market Index Fund | — | — | — | $989K | 1.4% | |
| American Funds American Funds New World | — | — | — | $944K | 1.4% | |
| Vanguard Group, Inc. Vanguard Total Bond Market Index Signal Fund | — | — | — | $899K | 1.3% | |
| BlackRock, Inc. BlackRock Equity Dividend Fund | — | — | — | $552K | 0.8% | |
| American Century Investments American Century Inflation Adjusted Bond Fund | — | — | — | $342K | 0.5% | |
| Harbor Capital Harbor Small Cap Value Return | — | — | — | $341K | 0.5% | |
| Ariel Investments Ariel Global Institutional Fund | — | — | — | $225K | 0.3% | |
| Brown Capital Brown International Small Company Fund | — | — | — | $209K | 0.3% | |
| MFS Investment Management MFS Lifetime 2060 R4 | — | — | — | $206K | 0.3% | |
| MFS Investment Management MFS Lifetime 2065 R4 | — | — | — | $2K | <0.1% |
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