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Original filing (PDF)20251015095552NAL0004516977001
STRATA SOLAR, LLC
Form 5500
FILING_RECEIVED
STRATA SOLAR 401 (K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$22.6M
Net assets (EOY)
$22.6M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
90
Knocking points off
- 50 bps in Schedule C fees — 72% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATA SOLAR, LLC.
Plan sponsor
Name
STRATA SOLAR, LLC
EIN
26-3129600
Address
800 TAYLOR STREET, SUITE 200 · DURHAM, NC · 27701
Phone
(919) 960-6015
Industry
Utilitiessee 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
2025-10-15
Pension benefit codes
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
EISNERAMPER, LLP
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 | $48K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK DBA REGIONS TRUST | — | HOOVER, AL | INVESTMENT ADVISOR | $27K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
Investments
29 direct securities· $22.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $5.1M | 22.6% | |
| Fidelity Freedom Index 2055 Fund - Premier Class | — | — | — | $2.0M | 9.0% | |
| Fidelity Freedom Index 2045 Fund - Premier Class | — | — | — | $1.4M | 6.3% | |
| Fidelity Freedom Index 2060 Fund - Premier Class | — | — | — | $1.2M | 5.5% | |
| Fidelity Total International Index | — | — | — | $1.2M | 5.4% | |
| Fidelity Freedom Index 2050 Fund - Premier Class | — | — | — | $1.2M | 5.3% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $1.0M | 4.5% | |
| Fidelity Freedom Index 2065 Fund - Premier Class | — | — | — | $985K | 4.4% | |
| Fidelity Small Cap Index | — | — | — | $887K | 3.9% | |
| Fidelity Mid Cap Index | — | — | — | $871K | 3.8% | |
| Fidelity Freedom Index 2040 Fund - Premier Class | — | — | — | $852K | 3.8% | |
| Fidelity Freedom Index 2030 Fund - Premier Class | — | — | — | $828K | 3.7% | |
| Fidelity Freedom Index 2025 Fund - Premier Class | — | — | — | $748K | 3.3% | |
| MFS Value R6 | — | — | — | $733K | 3.2% | |
| Fidelity US Bond Index | — | — | — | $703K | 3.1% | |
| Fidelity Freedom Index 2035 Fund - Premier Class | — | — | — | $639K | 2.8% | |
| Empower Annuity Insurance Company of America EI Fixed Account Series Class I | — | — | — | $513K | 2.3% | |
| AB Small Cap Growth Z | — | — | — | $232K | 1.0% | |
| American Funds New Perspective R6 | — | — | — | $223K | 1.0% | |
| Fidelity Advisor International Cap App Z | — | — | — | $187K | 0.8% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $170K | 0.8% | |
| Fidelity Freedom Index 2020 Fund - Premier Class | — | — | — | $161K | 0.7% | |
| JP Morgan Emerging Markets Equity R6 | — | — | — | $156K | 0.7% | |
| Franklin Small Cap Value R6 | — | — | — | $134K | 0.6% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $132K | 0.6% | |
| Allspring Core Plus Bond R6 | — | — | — | $95K | 0.4% | |
| PIMCO Income Fund Institutional Class | — | — | — | $75K | 0.3% | |
| AB Global Bond Z | — | — | — | $19K | <0.1% | |
| Fidelity Freedom Index Income Fund - Premier Class | — | — | — | $12K | <0.1% |
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