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Original filing (PDF)20251003153644NAL0000888211001
SOLARI, INC.
Form 5500
FILING_RECEIVED
SOLARI, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~88 bps in Sched C fees
Active participants
670
Accounts w/ balance
654
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 88 bps in Schedule C fees — 203% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLARI, INC..
Plan sponsor
Name
SOLARI, INC.
EIN
26-0446321
Address
1275 W. WASHINGTON ST. SUITE 210 · TEMPE, AZ · 85281
Phone
(602) 337-7996
Industry
Health Care & Social Assistancesee 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
2025-10-03
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
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $71K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $39K | — |
Investments
26 direct securities · 3 pooled funds· $12.1M(96% 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
$11.9M
26 holdings
Common Collective Trust
$183K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 15 Reliance Trust Company Vanguard Target Retirement 2045 | — | — | — | $2.3M | 18.6% | |
| 16 Reliance Trust Company Vanguard Target Retirement 2050 | — | — | — | $1.4M | 11.0% | |
| 13 Reliance Trust Company Vanguard Target Retirement 2035 | — | — | — | $1.3M | 10.6% | |
| 12 Reliance Trust Company Vanguard Target Retirement 2030 | — | — | — | $978K | 7.8% | |
| 17 Reliance Trust Company Vanguard Target Retirement 2055 | — | — | — | $959K | 7.7% | |
| 11 Reliance Trust Company Vanguard Target Retirement 2025 | — | — | — | $814K | 6.5% | |
| 14 Reliance Trust Company Vanguard Target Retirement 2040 | — | — | — | $779K | 6.2% | |
| 18 Reliance Trust Company Vanguard Target Retirement 2060 | — | — | — | $776K | 6.2% | |
| 26 Reliance Trust Company Vanguard Total Stock Market Index | — | — | — | $619K | 4.9% | |
| 28 Reliance Trust Company Vanguard Total International Stock Index ** 478 29 Reliance Trust Company Vanguard Growth Index | — | — | — | $366K | 2.9% | |
| 10 Reliance Trust Company Vanguard Target Retirement 2020 | — | — | — | $238K | 1.9% | |
| 21 Reliance Trust Company Vanguard Value Index | — | — | — | $211K | 1.7% | |
| 19 Reliance Trust Company Vanguard Target Retirement 2065 | — | — | — | $186K | 1.5% | |
| 7 Reliance Trust Company Vanguard Mid-Cap Growth Index Admiral | — | — | — | $177K | 1.4% | |
| 8 Reliance Trust Company Vanguard Mid Cap Value Index | — | — | — | $161K | 1.3% | |
| 23 Reliance Trust Company Vanguard Small-Cap Growth Index Fund | — | — | — | $156K | 1.2% | |
| 2 Reliance Trust Company American Funds American Balanced | — | — | — | $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 | — | — | — | $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 | — | — | — | $64K | 0.5% | |
| 22 Reliance Trust Company Vanguard Mid Cap Index | — | — | — | $59K | 0.5% | |
| 5 Reliance Trust Company PIMCO Income Instl | — | — | — | $34K | 0.3% | |
| 3 Reliance Trust Company DFA Inflation-Protection Securities | — | — | — | $32K | 0.3% | |
| 4 Reliance Trust Company DFA US Targeted Value | — | — | — | $21K | 0.2% | |
| 6 Reliance Trust Company Prudential Total Return Bond | — | — | — | $13K | 0.1% | |
| 20 Reliance Trust Company Vanguard Target Retirement 2070 | — | — | — | $3K | <0.1% | |
| 27 Reliance Trust Company Vanguard Total Bond Market Index | — | — | — | $1K | <0.1% | |
| PUTNAM STABLE VAL (25) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $0 | <0.1% |