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Original filing (PDF)20250925072858NAL0018824546001
SOL SYSTEMS, LLC
Form 5500
FILING_RECEIVED
SOL SYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
140
Accounts w/ balance
223
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOL SYSTEMS, LLC.
Plan sponsor
Name
SOL SYSTEMS, LLC
EIN
26-2596125
Address
1101 CONNECTICUT AVE · SECOND FLOOR · WASHINGTON, DC · 20036
Phone
(202) 748-8189
Industry
Wholesale Tradesee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
WHITEPLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
PLANTE &MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
30 direct securities· $15.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.1M | 13.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.6M | 10.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.3M | 8.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.3M | 8.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.2M | 7.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $991K | 6.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $963K | 6.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $590K | 3.8% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $588K | 3.8% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $557K | 3.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $544K | 3.5% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $510K | 3.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $484K | 3.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $387K | 2.5% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $343K | 2.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $301K | 1.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $290K | 1.9% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $276K | 1.8% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $244K | 1.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $185K | 1.2% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $176K | 1.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $159K | 1.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $140K | 0.9% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $137K | 0.9% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $98K | 0.6% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $70K | 0.4% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $36K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $22K | 0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $20K | 0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $4K | <0.1% |