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Original filing (PDF)20251014141146NAL0001479795001
SOLV ENERGY, LLC
Form 5500
FILING_RECEIVED
SOLV ENERGY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,093
Accounts w/ balance
1,165
Plan assets (EOY)
$114.0M
Net assets (EOY)
$114.0M
How this plan invests
This plan
19 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Knocking points off
- 21 bps in Schedule C fees — 112% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLV ENERGY, LLC.
Plan sponsor
Name
SOLV ENERGY, LLC
EIN
47-4673720
Address
16680 WEST BERNARDO DRIVE · SAN DIEGO, CA · 921271900
Phone
(760) 690-7774
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $241K | — |
Investments
13 direct securities · 19 pooled funds· $114.0M(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
$70.7M
19 holdings
Uncategorized
$25.3M
11 holdings
Mutual Funds
$14.5M
1 holding
Guaranteed Income / GIC
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH IDX+ CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $16.4M | 14.4% | |
| FLEXPATH IDX+ CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $14.9M | 13.1% | |
| FLEXPATH IDX+ CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $14.8M | 13.0% | |
| Vanguard Group Vanguard Instl Idx Instl Fund ^ | Mutual Funds | — | — | $14.5M | 12.7% | |
| MainStay Funds MainStay Winslow LgCap Gr I Fd ^ | — | — | — | $6.9M | 6.1% | |
| FLEXPATH IDX+ CON RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $5.3M | 4.7% | |
| FLEXPATH IDX+ MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $3.8M | 3.3% | |
| T. Rowe Price Funds T. Rowe Price Md-Cp Gr I Fd ^ | — | — | — | $3.7M | 3.3% | |
| New York Life Insurance Co. New York Life SV Anchor Acct ^ | Guaranteed Income / GIC | — | — | $3.5M | 3.1% | |
| FLEXPATH IDX+ MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 235 | Common Collective Trust | — | — | $3.3M | 2.9% | |
| and maturity dates ranging from 2025 to 2029. -0- | — | — | — | $2.9M | 2.6% | |
| Dodge and Cox Funds Dodge & Cox Stock I Fund ^ | — | — | — | $2.7M | 2.4% | |
| FLEXPATH IDX+ MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $2.6M | 2.2% | |
| Baird Aggregate Bond Inst ^ | — | — | — | $2.3M | 2.0% | |
| FLEXPATH IDX+ AGG 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $2.2M | 1.9% | |
| BlackRock Advtg Sm Cap Core K ^ | — | — | — | $2.1M | 1.8% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd ^ | — | — | — | $1.9M | 1.7% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1.9M | 1.6% | |
| FLEXPATH IDX+ AGG 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $1.8M | 1.6% | |
| FLEXPATH IDX+ AGG 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| Principal Funds Inc Principal Real Estate Securities R5 ^ | — | — | — | $1.0M | 0.9% | |
| BlackRock iShs US Agg Bond Index K Fund ^ | — | — | — | $924K | 0.8% | |
| FLEXPATH IDX+ MOD RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $728K | 0.6% | |
| FLEXPATH INDEX+ MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $708K | 0.6% | |
| Dodge and Cox Funds DODGE & COX INTL STOCK X FUND ^ | — | — | — | $705K | 0.6% | |
| FLEXPATH INDEX+ CONS 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271383 / PN 764 | Common Collective Trust | — | — | $607K | 0.5% | |
| FLEXPATH IDX+ AGG RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $192K | 0.2% | |
| (E) | — | — | — | $52K | <0.1% | |
| FLEXPATH INDEX+ AGG 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271381 / PN 762 | Common Collective Trust | — | — | $52K | <0.1% | |
| FLEXPATH IDX+ MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% |
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