SOLE Technology, Inc.'s EIN is 33-0698517.
Download the official 2024 Form 5500 (PDF) for SOLE Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SOLE Technology, Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | NONE | $24K | — |
| WRIGHT FORD YOUNG & CO | 95-3288054 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $23K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $11.3M | 97.3% | |
| Minnesota Life Insurance Company JPMorgan Large Cap Growth | Common Stocks | — | — | $1.7M | 14.7% | |
| Minnesota Life Insurance Company Vanguard Equity-Income Adm | Mutual Funds | — | — | $1.7M | 14.6% | |
| Minnesota Life Insurance Company Columbia Contrarian Core ** 322194 * Minnesota Life Insurance Company Columbia Global Technology Growth | Common Stocks | — | — | $1.5M | 12.5% | |
| Minnesota Life Insurance Company Loomis Sayles Investment Grade Bond Admin Class | Common Stocks | — | — | $731K | 6.3% | |
| Minnesota Life Insurance Company Nuveen International Equity Index Fund R6 | Common Collective Trusts | — | — | $501K | 4.3% | |
| Minnesota Life Insurance Company Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $489K | 4.2% | |
| Minnesota Life Insurance Company Vanguard LifeStrategy Moderate Gr Inv | Mutual Funds | — | — | $479K | 4.1% | |
| Minnesota Life Insurance Company TIAA-CREF International Eq Idx Instl | Common Collective Trusts | — | — | $451K | 3.9% | |
| Minnesota Life Insurance Company Hood River Small-Cap Growth Instl | Common Stocks | — | — | $435K | 3.7% | |
| Minnesota Life Insurance Company Securian AM S&P 500 Index | Common Collective Trusts | — | — | $407K | 3.5% | |
| Minnesota Life Insurance Company Disciplined Growth Mid Cap Growth | Common Stocks | — | — | $379K | 3.3% | |
| Minnesota Life Insurance Company DFA International Value I | Mutual Funds | — | — | $372K | 3.2% | |
| Minnesota Life Insurance Company ClearBridge International Growth A | Common Stocks | — | — | $341K | 2.9% | |
| Minnesota Life Insurance Company DFA Inflation-Protected Securities I | Mutual Funds | — | — | $294K | 2.5% | |
| Minnesota Life Insurance Company Securian AM Money Market | Cash / Money Market | — | — | $273K | 2.3% | |
| * Minnesota Life Insurance Company Minnesota Life Insurance Co. Guaranteed Investment | Guaranteed Income / GIC | — | — | $238K | 2.0% | |
| Minnesota Life Insurance Company MFS Mid Cap Value | Mutual Funds | — | — | $232K | 2.0% | |
| Minnesota Life Insurance Company Vanguard LifeStrategy Cnsrv Gr Inv | Mutual Funds | — | — | $220K | 1.9% | |
| Minnesota Life Insurance Company Cohen & Steers RE Securities A | Common Stocks | — | — | $170K | 1.5% | |
| Minnesota Life Insurance Company American Funds Capital World Bond R6 | Mutual Funds | — | — | $147K | 1.3% | |
| Minnesota Life Insurance Company Hotchkis & Wiley High Yield I | Common Stocks | — | — | $136K | 1.2% | |
| Notes Receivable from Participants * Participant Loans Interest rates ranging from 9.00% to 9.50% - | Bonds / Notes | — | — | $76K | 0.7% | |
| Minnesota Life Insurance Company Federated Hermes Adjustable Rate Fund | Common Stocks | — | — | $59K | 0.5% | |
| Minnesota Life Insurance Company Fidelity Emerging Markets Idx | Common Collective Trusts | — | — | $9K | <0.1% | |
| Minnesota Life Insurance Company BlackRock Sustainbl Adv Lrg Cp Core Inst | Common Stocks | — | — | $7K | <0.1% |
