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Original filing (PDF)20251013120708NAL0000573635001
SOLAR ENERGY WORLD, LLC
Form 5500
FILING_RECEIVED
SOLAR ENERGY WORLD, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~78 bps in Sched C feesNo recordkeeper disclosed
Active participants
286
Accounts w/ balance
149
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
18 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Participation health
80
Knocking points off
- 78 bps in Schedule C fees — 51% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLAR ENERGY WORLD, LLC.
Plan sponsor
Name
SOLAR ENERGY WORLD, LLC
EIN
32-0284821
Address
14880 SWEITZER LANE · LAUREL, MD · 207070711
Phone
(410) 579-2009
Industry
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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
SB & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 72-2794194 | — | OTHER SERVICES | $0 | — |
Investments
9 direct securities · 18 pooled funds· $3.7M(100% 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.
Common Collective Trust
$2.4M
16 holdings
Uncategorized
$892K
9 holdings
Pooled Separate Account
$370K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH IDX+ MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $577K | 18.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $335K | 10.5% | |
| FLEXPATH IDX+ MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 135 | Common Collective Trust | — | — | $314K | 9.8% | |
| BlackRock Advisors, LLC BlackRock Equity Index Fund Class 1 | — | — | — | $272K | 8.5% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $272K | 8.5% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $272K | 8.5% | |
| Principal Fixed Income Guaranteed Option | — | — | — | $225K | 7.0% | |
| INTERNALTIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $153K | 4.8% | |
| BLACKROCK EAFE EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $144K | 4.5% | |
| FLEXPATH IDX+ MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $136K | 4.2% | |
| CORE PL BD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $130K | 4.1% | |
| BlackRock Advisors, LLC BlackRock U.S. Debt Index Fund Class 1 | — | — | — | $104K | 3.3% | |
| BLACKROCK US DBT INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $104K | 3.3% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $79K | 2.5% | |
| Fidelity Management & Research Fidelity Small Cap Index Fund | — | — | — | $71K | 2.2% | |
| flexPATH Strategies FlexPath Index Moderate Retirement Fund R1 | — | — | — | $69K | 2.2% | |
| FLEXPATH IDX+ MOD RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $69K | 2.2% | |
| MID CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $67K | 2.1% | |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $56K | 1.8% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | — | — | — | $55K | 1.7% | |
| Participants Participant Loans** | — | — | — | $54K | 1.7% | |
| AB/Brown/Emerald SmallCap Growth I Sep Acct+ | — | — | — | $35K | 1.1% | |
| PRIN SMCAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $35K | 1.1% | |
| FLEXPATH IDX+ AGG 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $22K | 0.7% | |
| FLEXPATH IDX+ AGG 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $19K | 0.6% | |
| Capital Research and Management American Funds New World R6 | — | — | — | $7K | 0.2% | |
| FLEXPATH IDX+ AGG 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $185 | <0.1% |
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