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Original filing (PDF)20250925103059NAL0008414129001
SOLI ORGANIC, INC.
Form 5500
FILING_RECEIVED
SOLI ORGANIC 401(K) PLAN
401(k) retirement plan
Active participants
537
Accounts w/ balance
214
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLI ORGANIC, INC..
Plan sponsor
Name
SOLI ORGANIC, INC.
EIN
54-1521303
Address
3156 NORTH VALLEY PIKE · HARRISONBURG, VA · 22802
Phone
(540) 896-6939
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BROWN EDWARDS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $11K | — |
Investments
27 direct securities· $5.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Fund R6 | — | — | — | $996K | 16.9% | |
| American Funds 2035 Target Date Fund R6 | — | — | — | $777K | 13.2% | |
| American Funds 2055 Target Date Fund R6 | — | — | — | $687K | 11.6% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $566K | 9.6% | |
| American Funds 2040 Target Date Fund R6 | — | — | — | $510K | 8.6% | |
| American Funds 2030 Target Date Fund R6 | — | — | — | $376K | 6.4% | |
| Federated Hermes Government Obligations Fund Premier | — | — | — | $298K | 5.1% | |
| American Funds 2045 Target Date Fund R6 | — | — | — | $291K | 4.9% | |
| American Funds 2020 Target Date Fund R6 | — | — | — | $288K | 4.9% | |
| American Funds 2025 Target Date Fund R6 | — | — | — | $199K | 3.4% | |
| AllianceBernstein Large Cap Growth I | — | — | — | $173K | 2.9% | |
| Vanguard Small Cap Index Fund Admiral | — | — | — | $110K | 1.9% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $107K | 1.8% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $72K | 1.2% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $65K | 1.1% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $57K | 1.0% | |
| DFA Inflation-Protected Securities I | — | — | — | $51K | 0.9% | |
| Putnam Large Cap Value Fund R6 | — | — | — | $47K | 0.8% | |
| Columbia High Yield Bond Institutional 3 | — | — | — | $46K | 0.8% | |
| Macquarie Mid Cap Growth R6 | — | — | — | $44K | 0.7% | |
| Columbia Contrarian Core Institutional 3 | — | — | — | $32K | 0.5% | |
| American Funds 2015 Target Date Fund R6 | — | — | — | $32K | 0.5% | |
| Dodge & Cox Income Fund I | — | — | — | $28K | 0.5% | |
| Janus Henderson Triton N | — | — | — | $18K | 0.3% | |
| Columbia Balanced Institutional 3 | — | — | — | $12K | 0.2% | |
| American Funds New World Fund R6 | — | — | — | $12K | 0.2% | |
| DFA US Targeted Value I | — | — | — | $8K | 0.1% |
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