CHAD Plotkin signed SOLV Energy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SOLV Energy, LLC's EIN is 47-4673720.
Download the official 2024 Form 5500 (PDF) for SOLV Energy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SOLV Energy, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $241K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % 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 ^ | Other securities | — | — | $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 ^ | Other securities | — | — | $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- | Other securities | — | — | $2.9M | 2.6% | |
| Dodge and Cox Funds Dodge & Cox Stock I Fund ^ | Mutual Funds | — | — | $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 ^ | Other securities | — | — | $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 ^ | Other securities | — | — | $2.1M | 1.8% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd ^ | Mutual Funds | — | — | $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 ^ | Common Stocks | — | — | $1.0M | 0.9% | |
| BlackRock iShs US Agg Bond Index K Fund ^ | Other securities | — | — | $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 ^ | Mutual Funds | — | — | $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) | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
