Adrian Tallant signed Solero Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solero Technologies, LLC's EIN is 31-1232406.
Download the official 2024 Form 5500 (PDF) for Solero Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solero Technologies, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $60K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 12.6% | |
| AMC ONE CHOICE 2035 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.8M | 11.8% | |
| AMC ONE CHOICE 2040 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.6M | 10.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 8.1% | |
| AMC ONE CHOICE 2025 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.2% | |
| AMC ONE CHOICE 2030 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $907K | 5.9% | |
| AMC ONE CHOICE 2045 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $878K | 5.8% | |
| AMC ONE CHOICE 2055 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $720K | 4.7% | |
| AMC ONE CHOICE 2060 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $703K | 4.6% | |
| AMC ONE CHOICE 2050 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $636K | 4.2% | |
| AMC OC IN RETIREMENT TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $532K | 3.5% | |
| ALLSPRING SPECIAL MC VAL INST | Registered Investment Companies | — | — | $365K | 2.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $361K | 2.4% | |
| MFS VALUE FUND - R4 | Registered Investment Companies | — | — | $285K | 1.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $214K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $194K | 1.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $155K | 1.0% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $121K | 0.8% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $107K | 0.7% | |
| BLK MID CAP GR EQTY PRT - INST | Registered Investment Companies | — | — | $93K | 0.6% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $63K | 0.4% | |
| VICTORY INTL SMALL CAP R6 | Registered Investment Companies | — | — | $51K | 0.3% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $48K | 0.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $22K | 0.1% | |
| AMERICAN FUNDS EUROPAC GRO- R5 | Registered Investment Companies | — | — | $17K | 0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $17K | 0.1% | |
| PIMCO ALL ASSET I | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
