Peter Deegan signed Solix, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solix, Inc.'s EIN is 27-1679681.
Download the official 2024 Form 5500 (PDF) for Solix, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solix, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Investment Management MFS Lifetime 2035 R4 | Mutual Funds | — | — | $1.6M | 26.9% | |
| MFS Investment Management MFS Lifetime 2040 R4 | Mutual Funds | — | — | $803K | 13.3% | |
| Company * Fidelity Investments Institutional Services Fidelity 500 Index Fund | Common Collective Trusts | — | — | $456K | 7.6% | |
| MFS Investment Management MFS Lifetime 2050 R4 | Mutual Funds | — | — | $413K | 6.9% | |
| MFS Investment Management MFS Lifetime 2045 R4 | Mutual Funds | — | — | $375K | 6.2% | |
| MFS Investment Management MFS Lifetime 2055 R4 | Mutual Funds | — | — | $300K | 5.0% | |
| MFS Investment Management MFS Lifetime 2030 R4 | Mutual Funds | — | — | $281K | 4.7% | |
| Company * Fidelity Investments Institutional Services Fidelity Growth Company Fund | Mutual Funds | — | — | $276K | 4.6% | |
| MFS Investment Management MFS Lifetime Inc R4 | Mutual Funds | — | — | $257K | 4.3% | |
| MFS Investment Management MFS Lifetime 2025 R4 | Mutual Funds | — | — | $176K | 2.9% | |
| Company * Fidelity Investments Institutional Services Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $156K | 2.6% | |
| Company * Fidelity Investments Institutional Services Fidelity International Index Fund | Common Collective Trusts | — | — | $96K | 1.6% | |
| Metropolitan West Asset Management Metwest Total Return Bond Fund | Other securities | — | — | $96K | 1.6% | |
| Company * Fidelity Investments Institutional Services Fidelity Contrafund | Mutual Funds | — | — | $86K | 1.4% | |
| MFS Investment Management MFS Lifetime 2060 R4 | Mutual Funds | — | — | $85K | 1.4% | |
| American Funds American Funds New World | Mutual Funds | — | — | $78K | 1.3% | |
| Company BlackRock, Inc. BlackRock Equity Dividend Fund | Common Stocks | — | — | $77K | 1.3% | |
| Vanguard Group, Inc. Vanguard Total Bond Market Index Signal Fund | Mutual Funds | — | — | $54K | 0.9% | |
| Vanguard Group, Inc. Vanguard Windsor II Fund | Mutual Funds | — | — | $51K | 0.8% | |
| Harbor Capital Harbor Small Cap Value Return | Other securities | — | — | $47K | 0.8% | |
| JP Morgan Fleming Mutual Group, Inc. JP Morgan Mid Cap Value Fund | Common Stocks | — | — | $39K | 0.7% | |
| Fidelity Investments Institutional Services Managed Income Portfolio II | Mutual Funds | — | — | $30K | 0.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $30K | 0.5% | |
| MFS Investment Management MFS Lifetime 2065 R4 | Mutual Funds | — | — | $18K | 0.3% | |
| Brown Capital Brown International Small Company Fund | Common Stocks | — | — | $15K | 0.2% | |
| BAMCO, Inc. Baron Growth Fund | Common Stocks | — | — | $14K | 0.2% | |
| Fidelity Investments Institutional Services Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Company * Fidelity Investments Institutional Services Fidelity Diversified International Fund | Mutual Funds | — | — | $10K | 0.2% | |
| American Century Investments American Century Inflation Adjusted Bond Fund | Other securities | — | — | $9K | 0.1% | |
| Company * Fidelity Investments Institutional Services Fidelity Government Money Market | Mutual Funds | — | — | $7K | 0.1% | |
| Ariel Investments Ariel Global Institutional Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
