Eric Skufca signed Solari, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solari, Inc.'s EIN is 26-0446321.
Download the official 2024 Form 5500 (PDF) for Solari, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solari, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 15 Reliance Trust Company Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.3M | 18.6% | |
| 16 Reliance Trust Company Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.4M | 11.0% | |
| 13 Reliance Trust Company Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.3M | 10.6% | |
| 12 Reliance Trust Company Vanguard Target Retirement 2030 | Mutual Funds | — | — | $978K | 7.8% | |
| 17 Reliance Trust Company Vanguard Target Retirement 2055 | Mutual Funds | — | — | $959K | 7.7% | |
| 11 Reliance Trust Company Vanguard Target Retirement 2025 | Mutual Funds | — | — | $814K | 6.5% | |
| 14 Reliance Trust Company Vanguard Target Retirement 2040 | Mutual Funds | — | — | $779K | 6.2% | |
| 18 Reliance Trust Company Vanguard Target Retirement 2060 | Mutual Funds | — | — | $776K | 6.2% | |
| 26 Reliance Trust Company Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $619K | 4.9% | |
| 28 Reliance Trust Company Vanguard Total International Stock Index ** 478 29 Reliance Trust Company Vanguard Growth Index | Mutual Funds | — | — | $366K | 2.9% | |
| 10 Reliance Trust Company Vanguard Target Retirement 2020 | Mutual Funds | — | — | $238K | 1.9% | |
| 21 Reliance Trust Company Vanguard Value Index | Mutual Funds | — | — | $211K | 1.7% | |
| 19 Reliance Trust Company Vanguard Target Retirement 2065 | Mutual Funds | — | — | $186K | 1.5% | |
| 7 Reliance Trust Company Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $177K | 1.4% | |
| 8 Reliance Trust Company Vanguard Mid Cap Value Index | Mutual Funds | — | — | $161K | 1.3% | |
| 23 Reliance Trust Company Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $156K | 1.2% | |
| 2 Reliance Trust Company American Funds American Balanced | Mutual Funds | — | — | $104K | 0.8% | |
| WILMINGTON TR EUROPACIFIC GR CL CT WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $103K | 0.8% | |
| 24 Reliance Trust Company Vanguard Small-Cap Index ** 58 25 Reliance Trust Company Vanguard Retirement Income Inv | Mutual Funds | — | — | $102K | 0.8% | |
| PUTNAM STABLE VAL (15) PUTNAM · EIN 04-3159709 / PN 732 | Common Collective Trust | — | — | $80K | 0.6% | |
| 9 Reliance Trust Company Vanguard REIT Index | Mutual Funds | — | — | $64K | 0.5% | |
| 22 Reliance Trust Company Vanguard Mid Cap Index | Mutual Funds | — | — | $59K | 0.5% | |
| 5 Reliance Trust Company PIMCO Income Instl | Mutual Funds | — | — | $34K | 0.3% | |
| 3 Reliance Trust Company DFA Inflation-Protection Securities | Mutual Funds | — | — | $32K | 0.3% | |
| 4 Reliance Trust Company DFA US Targeted Value | Mutual Funds | — | — | $21K | 0.2% | |
| 6 Reliance Trust Company Prudential Total Return Bond | Common Stocks | — | — | $13K | 0.1% | |
| 20 Reliance Trust Company Vanguard Target Retirement 2070 | Mutual Funds | — | — | $3K | <0.1% | |
| 27 Reliance Trust Company Vanguard Total Bond Market Index | Mutual Funds | — | — | $1K | <0.1% | |
| PUTNAM STABLE VAL (25) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
