· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOLA RENTALS QOZB LLC — SOLA RENTALS QOZB LLC RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701153512NAL0029912402001
SOLA RENTALS QOZB LLC
Form 5500-SF
FILING_RECEIVED
SOLA RENTALS QOZB LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
230
Accounts w/ balance
116
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
74
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOLA RENTALS QOZB LLC
.
Find decision makers
Plan sponsor
Name
SOLA RENTALS QOZB LLC
EIN
61-1761185
Address
8629 S. VERMONT AVE · LOS ANGELES, CA · 90044
Phone
(323) 306-4648
Industry
Real Estate
see 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
2025-07-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
CITY CLUB APARTMENTS, LLC
CITY CLUB APARTMENTS, LLC RETIREMENT PLAN
$4.4M · 152 participants
YES HOUSING, INC
YES HOUSING, INC. 403(B) PLAN
$4.4M · 28 participants
INDUSTRIAL ASSET MANAGEMENT, LLC
INDUSTRIAL ASSET MANAGEMENT, LLC DEFINED BENEFIT PLAN
$4.5M · 4 participants
STONEMARK MANAGEMENT, LLC
STONEMARK MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN
$4.5M · 238 participants
MERTZ CORPORATION
MERTZ CORPORATION 401(K) PROFIT SHARING PLAN
80
Knocking points off
No independent qualified public accountant (IQPA) named.
50% balance-to-active ratio — below typical for a healthy 401(k).
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.4M · 13 participants
HOUSING TRUST GROUP, LLC
HOUSING TRUST GROUP, LLC 401(K) PLAN
$4.3M · 163 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
