Original filing (PDF)20250719190629NAL0005402578001

SOLARTRICITY DBA ZOOM MEDICAL TR

Name: SOLARTRICITY DBA ZOOM MEDICAL TR — SOLARTRICITY, Form 5500 (2024)
Creator: SOLARTRICITY DBA ZOOM MEDICAL TR

Form 5500-SF

FILING_RECEIVED

SOLARTRICITY

401(k) retirement plan

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLARTRICITY DBA ZOOM MEDICAL TR.

Plan sponsor

Name

SOLARTRICITY DBA ZOOM MEDICAL TR

EIN

47-3586320

Address

12801 CORLETT AVE · LOS ANGELES, CA · 90059

Phone

(310) 617-2620

Industry

Health Care & Social Assistancesee 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

2025-07-19

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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FMR, INC.

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HORIZON OC LLC

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MOUNTAIN TISSUE BANK

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 37% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.