Julie NOEL signed Solenis, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solenis, LLC's EIN is 46-5612095.
Download the official 2024 Form 5500 (PDF) for Solenis, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solenis, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $185K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | CONSULTANT | $43K | — |
| CREATIVE PLANNING |
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.
| 84-4519624 |
| — |
| CONSULTANT |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER | 23-1980475 | — | ACCOUNTANT/AUDITOR | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $95.0M | 15.1% | |
| LifePath Dynamic Retirement Fund | Other securities | — | — | $64.2M | 10.2% | |
| BTC LP DYN RETIRE L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3263619 / PN 001 | Common Collective Trust | — | — | $64.2M | 10.2% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $58.4M | 9.3% | |
| LifePath Dynamic 2035 Fund | Other securities | — | — | $58.1M | 9.2% | |
| BTC LP DYN 2035 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3225591 / PN 001 | Common Collective Trust | — | — | $58.1M | 9.2% | |
| LifePath Dynamic 2030 Fund | Other securities | — | — | $54.8M | 8.7% | |
| BTC LP DYN 2030 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3206030 / PN 001 | Common Collective Trust | — | — | $54.8M | 8.7% | |
| LifePath Dynamic 2040 Fund | Other securities | — | — | $41.8M | 6.6% | |
| BTC LP DYN 2040 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3225779 / PN 001 | Common Collective Trust | — | — | $41.8M | 6.6% | |
| LifePath Dynamic 2045 Fund | Other securities | — | — | $34.7M | 5.5% | |
| BTC LP DYN 2045 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3236021 / PN 001 | Common Collective Trust | — | — | $34.7M | 5.5% | |
| LifePath Dynamic 2050 Fund | Other securities | — | — | $28.9M | 4.6% | |
| BTC LP DYN 2050 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3236240 / PN 001 | Common Collective Trust | — | — | $28.9M | 4.6% | |
| Empower Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $24.0M | 3.8% | |
| LifePath Dynamic 2055 Fund | Other securities | — | — | $18.5M | 2.9% | |
| BTC LP DYN 2055 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3249549 / PN 001 | Common Collective Trust | — | — | $18.5M | 2.9% | |
| Vanguard Windsor II Fund Admiral | Mutual Funds | — | — | $16.8M | 2.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $16.2M | 2.6% | |
| LifePath Dynamic 2060 Fund | Other securities | — | — | $13.5M | 2.1% | |
| BTC LP DYN 2060 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3249864 / PN 001 | Common Collective Trust | — | — | $13.5M | 2.1% | |
| Janus Henderson Janus Henderson Enterprise Fund | Mutual Funds | — | — | $10.9M | 1.7% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $10.5M | 1.7% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $9.9M | 1.6% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $9.8M | 1.6% | |
| Vanguard Explorer Fund Admiral | Mutual Funds | — | — | $9.6M | 1.5% | |
| Fidelity Low-Priced Stock Fund K6 | Mutual Funds | — | — | $9.5M | 1.5% | |
| Participant loans Bearing interest at rates ranging from 3.25% to 9.50% | Bonds / Notes | — | — | $8.8M | 1.4% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $8.3M | 1.3% | |
| Self-directed brokerage account Fidelity Retirement Brokerage Account | Self-Directed Brokerage | — | — | $8.1M | 1.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $7.0M | 1.1% | |
| American Beacon American Beacon Small Cap Value Fund R6 | Other securities | — | — | $4.0M | 0.6% | |
| Vanguard Inflated- Protected Securities Fund | Mutual Funds | — | — | $3.3M | 0.5% | |
| American Funds American Funds New World Fund Class R6 | Mutual Funds | — | — | $2.9M | 0.5% | |
| LifePath Dynamic 2065 Fund | Other securities | — | — | $2.8M | 0.4% | |
| BTC LP DYN 2065 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3263206 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.4% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $728K | 0.1% | |
| AC IN RETIRE TR IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
