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Original filing (PDF)20251015213320NAL0002907683001
SOLAR OPTIMUM
Form 5500
FILING_RECEIVED
SOLAR OPTIMUM 401(K) PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
128
Plan assets (EOY)
$455K
Net assets (EOY)
$455K
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (58 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLAR OPTIMUM.
Plan sponsor
Name
SOLAR OPTIMUM
EIN
26-4523945
Address
614 W. COLORADO ST. · GLENDALE, CA · 91204
Phone
(626) 818-9200
Industry
Electrical Contractors· Constructionsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Investments
16 direct securities · 1 pooled fund· $448K(98% 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.
Registered Investment Companies
$448K
16 holdings
Common Collective Trust
$46
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $92K | 20.3% | |
| PRI REAL ESTATE SECURITIES R6 838 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $67K | 14.7% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $52K | 11.4% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $47K | 10.3% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $45K | 9.8% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $22K | 4.9% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $21K | 4.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $19K | 4.2% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $17K | 3.7% | |
| GS INFLATION PROTECTED SEC R6 46 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $15K | 3.3% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $13K | 2.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $11K | 2.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $7K | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $7K | 1.6% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $7K | 1.5% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $5K | 1.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $46 | <0.1% |
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