Solar Mosaic LLC's EIN is 61-1653655.
Download the official 2024 Form 5500 (PDF) for Solar Mosaic LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solar Mosaic 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $11K | — |
| ADP BROKER DEALER | 22-3319184 | — | RECORDKEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AVA TARGET RETIRE 2045 Registered Investment Company N/A | Common Stocks | — | — | $1.9M | 13.9% | |
| VANGUARD TARGET RETIRE 2050 Registered Investment Company N/A | Mutual Funds | — | — | $1.9M | 13.8% | |
| VANGUARD TARGET RETIRE 2055 Registered Investment Company N/A | Mutual Funds | — | — | $1.8M | 12.8% | |
| VANGUARD TARGET RETIRE 2060 Registered Investment Company N/A | Mutual Funds | — | — | $1.2M | 8.4% | |
| VANGUARD TARGET RETIRE 2035 Registered Investment Company N/A | Mutual Funds | — | — | $1.1M | 8.0% | |
| VANGUARD TARGET RETIRE 2040 Registered Investment Company N/A | Mutual Funds | — | — | $1.0M | 7.4% | |
| VANGUARD TOT STK IDX - ADMIRAL Registered Investment Company N/A | Common Collective Trusts | — | — | $996K | 7.2% | |
| FIDELITY 500 IND Registered Investment Company N/A | Mutual Funds | — | — | $786K | 5.6% | |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company N/A | Mutual Funds | — | — | $673K | 4.8% | |
| VANGUARD FTSE SOCIAL INDEX ADM Registered Investment Company N/A | Mutual Funds | — | — | $527K | 3.8% | |
| VANGUARD TARGET RETIRE 2030 Registered Investment Company N/A | Mutual Funds | — | — | $423K | 3.0% | |
| VANGUARD FEDERAL MM INV Registered Investment Company N/A | Mutual Funds | — | — | $406K | 2.9% | |
| VANGUARD MID CAP INDEX - ADM Registered Investment Company N/A | Mutual Funds | — | — | $296K | 2.1% | |
| Participant Loans Various Rates and Maturities - | Participant loans | — | — | $153K | 1.1% | |
| DFA INTL SUSTAIN CORE 1 INST Registered Investment Company N/A | Mutual Funds | — | — | $149K | 1.1% | |
| CARILLON EAGLE MID CAP GRTH R6 Registered Investment Company N/A | Common Stocks | — | — | $96K | 0.7% | |
| DFA US TARGETED VAL PORT INST Registered Investment Company N/A | Mutual Funds | — | — | $86K | 0.6% | |
| IMPAX SUSTAINABLE ALLOC INST Registered Investment Company N/A | Common Stocks | — | — | $85K | 0.6% | |
| AMER FUNDS NEW PERSP R6 Registered Investment Company N/A | Common Stocks | — | — | $67K | 0.5% | |
| CALVERT BOND FUND R6 Registered Investment Company N/A | U.S. Treasuries | — | — | $63K | 0.5% | |
| VANGUARD TARGET RETIRE 2025 Registered Investment Company N/A | Mutual Funds | — | — | $44K | 0.3% | |
| VOYA INTERMEDIATE BOND R6 Registered Investment Company N/A | Common Stocks | — | — | $35K | 0.3% | |
| COHEN & STEERS REAL EST SEC Z Registered Investment Company N/A | Common Stocks | — | — | $24K | 0.2% | |
| MFS VALUE R6 Registered Investment Company N/A | Mutual Funds | — | — | $22K | 0.2% | |
| VANGUARD TARGET RETIRE 2070 Registered Investment Company N/A | Mutual Funds | — | — | $12K | <0.1% | |
| VANGUARD TARGET RETIRE 2065 Registered Investment Company N/A | Mutual Funds | — | — | $10K | <0.1% | |
| VANGUARD TARGET RETIRE INC Registered Investment Company N/A | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
