How big is The Solari Team, Inc. DBA the Solari Group's plan?

The Solari Team, Inc. DBA the Solari Group's plan reported $369K in assets and 1 participants for 2024.

Original filing (PDF)20251014191013NAL0003546161001

The Solari Team, Inc. DBA the Solari Group

Name: The Solari Team, Inc. DBA the Solari Group — Form 5500 Plan 001 (2024)
Creator: The Solari Team, Inc. DBA the Solari Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Solari Group 401(k) Plan & Trust

401(k) retirement plan · The Solari Team, Inc. DBA the Solari Group's Solari Group 401(k) Plan & Trust held $369K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$369K

Net assets (EOY)

$369K

People on this filing

Nicole Solari signed The Solari Team, Inc. DBA the Solari Group's 2024 Form 5500 as plan administrator.

Nicole Solari — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Solari Team, Inc. DBA the Solari Group's EIN is 81-3488153.

EIN 81-3488153

Plan number 001

Plan year 2024

ACK ID 20251014191013NAL0003546161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Solari Team, Inc. DBA the Solari Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Solari Team, Inc. DBA the Solari Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SOLARI TEAM, INC. DBA THE SOLARI GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

THE SOLARI TEAM, INC. DBA THE SOLARI GROUP

EIN

all filings

Address

213 CARDWELL CT. · NAPA, CA · 94559

Phone

(707) 486-5400

Industry

Real Estate

Plan administrator