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Original filing (PDF)20250721093436NAL0000480579001
SOLAR ATMOSPHERES INC.
Form 5500
FILING_RECEIVED
SOLAR ATMOSPHERES INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
365
Accounts w/ balance
288
Plan assets (EOY)
$46.5M
Net assets (EOY)
$46.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
43 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
- 42 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 SOLAR ATMOSPHERES INC..
Plan sponsor
Name
SOLAR ATMOSPHERES INC.
EIN
23-2363698
Address
1969 CLEARVIEW ROAD · SOUDERTON, PA · 18964
Phone
(215) 721-1502
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
2025-07-21
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $137K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GIRARD ADVISORY SERVICES, LLC | — | SOUDERTON, PA | INVESTMENT ADVISOR | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PARAGON ALLIANCE GROUP, LLC | — | SOUDERTON, PA | CONTRACT ADMIN | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | — | KINGSTON, NH | AUDITOR | $27K | — |
Investments
39 direct securities · 3 pooled funds· $46.2M(99% 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
$41.8M
39 holdings
Common Collective Trust
$2.5M
2 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed Interest Fund Guaranteed account | — | — | — | $8.3M | 17.9% | |
| Vanguard 500 Index Admiral " | — | — | — | $6.6M | 14.1% | |
| Vanguard Target Retirement 2030 Inv " | — | — | — | $5.0M | 10.7% | |
| LARGE CAP GROWTH FUND III GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.3% | |
| Vanguard Target Retirement 2040 Inv " | — | — | — | $1.9M | 4.0% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $1.9M | 4.0% | |
| Vanguard Target Retirement 2035 Inv " | — | — | — | $1.7M | 3.6% | |
| TCW Metwest Total Return Bond Plan " | — | — | — | $1.6M | 3.4% | |
| Baird Midcap Inst " | — | — | — | $1.5M | 3.2% | |
| Goldman Sachs Gqg Ptnrs Intl Opps R6 " | — | — | — | $1.4M | 3.0% | |
| Vanguard Target Retirement 2055 Inv " | — | — | — | $1.1M | 2.4% | |
| Vanguard Small Cap Growth Index Admiral " | — | — | — | $1.0M | 2.3% | |
| Vanguard Target Retirement 2045 Inv " | — | — | — | $924K | 2.0% | |
| Vanguard Small Cap Index Adm " | — | — | — | $901K | 1.9% | |
| Vanguard Target Retirement 2050 Inv " | — | — | — | $897K | 1.9% | |
| Vanguard Target Retirement 2025 Inv " | — | — | — | $822K | 1.8% | |
| Vanguard Growth Index Adm " | — | — | — | $819K | 1.8% | |
| Artisan International Value Instl " | — | — | — | $644K | 1.4% | |
| Vanguard Mid Cap Index Fund - Admiral " | — | — | — | $571K | 1.2% | |
| Vanguard Emerging Mkts Stock Idx Adm " | — | — | — | $560K | 1.2% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $507K | 1.1% | |
| Undiscovered Mgrs Behavioral Value R6 " | — | — | — | $492K | 1.1% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $453K | 1.0% | |
| Brandywineglobal - Corp Credit Fd " | — | — | — | $442K | 1.0% | |
| Columbia Balanced Instl 3 " | — | — | — | $442K | 1.0% | |
| Vanguard Small Cap Value Index Admiral " | — | — | — | $423K | 0.9% | |
| AB Global Bond Z Mutual fund | — | — | — | $391K | 0.8% | |
| Vanguard Value Index Adm " | — | — | — | $384K | 0.8% | |
| Vanguard Total Intl Stock Index Admiral " | — | — | — | $353K | 0.8% | |
| Vanguard Mid-Cap Growth Index Admiral " | — | — | — | $313K | 0.7% | |
| Vanguard Interm-Term Bond Index Adm " | — | — | — | $311K | 0.7% | |
| Cohen & Steers Real Estate Securities I " | — | — | — | $307K | 0.7% | |
| Vanguard Target Retirement 2020 Inv " | — | — | — | $272K | 0.6% | |
| Vanguard Target Retirement Income Inv " | — | — | — | $267K | 0.6% | |
| Vanguard Real Estate Index Admiral " | — | — | — | $255K | 0.5% | |
| Vanguard Target Retirement 2060 Inv " | — | — | — | $160K | 0.3% | |
| Vanguard Mid-Cap Value Index Admiral " | — | — | — | $157K | 0.3% | |
| Vanguard Target Retirement 2065 Inv " | — | — | — | $129K | 0.3% | |
| JPMorgan Mid Cap Equity R6 " | — | — | — | $42K | <0.1% | |
| Massmutual U.S. Government Money Market Fund " | — | — | — | $25K | <0.1% | |
| Vanguard Explorer Adm " | — | — | — | $16K | <0.1% | |
| Vanguard Total Intl Bd Idx Admiral " | — | — | — | $14K | <0.1% |