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Original filing (PDF)20251010143452NAL0004706483001
FTC SOLAR, INC.
Form 5500
FILING_RECEIVED
FTC SOLAR, INC. 401K PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
145
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
9 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FTC SOLAR, INC..
Plan sponsor
Name
FTC SOLAR, INC.
EIN
81-4816270
Address
9020 N CAPITAL OF TEXAS HIGHWAY, ST · AUSTIN, TX · 78759
Phone
(737) 787-7906
Industry
Constructionsee 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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $6K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| B. RILEY WEALTH MANAGEMENT, INC | — | MEMPHIS, TN | BROKER/DEALER | $200 | — |
Investments
20 direct securities · 9 pooled funds· $9.4M(100% of reported assets)
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.
Common Collective Trust
$6.4M
9 holdings
Uncategorized
$3.0M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $2.0M | 23.1% | |
| MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $1.9M | 21.7% | |
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $1.7M | 19.7% | |
| Fidelity 500 Index Fund Registered Investment Companies | — | — | — | $654K | 7.5% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | — | — | — | $628K | 7.2% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $628K | 7.2% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $347K | 4.0% | |
| MyCompass Index Aggressive 2055 Fund Common Collective Trust ** 459 * Voya Fixed Account Guaranteed Investment Contract | — | — | — | $322K | 3.7% | |
| Participant Loans through June 2037 - | — | — | — | $174K | 2.0% | |
| JPMorgan U.S. Research Enhanced Equity Fund R6 Registered Investment Companies | — | — | — | $155K | 1.8% | |
| VY TRwPr Cap Apprec Port R6 Registered Investment Company | — | — | — | $131K | 1.5% | |
| BNY Mellon Dynamic Value Fund Y Registered Investment Companies | — | — | — | $128K | 1.5% | |
| Vanguard Selected Value Fund Investor Shares Registered Investment Companies | — | — | — | $102K | 1.2% | |
| MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $93K | 1.1% | |
| Fidelity Small Cap Index Fund Registered Investment Companies | — | — | — | $74K | 0.8% | |
| BNY Mellon Worldwide Growth Fund Y Registered Investment Companies | — | — | — | $53K | 0.6% | |
| Janus Henderson Enterprise Fund N Registered Investment Companies | — | — | — | $52K | 0.6% | |
| GQG Prtnrs Emrg Mkt Eqty Fd R6 Registered Investment Company | — | — | — | $48K | 0.5% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $30K | 0.3% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $20K | 0.2% | |
| MyCompass Ind Agg Ret Fd R Common Collective Trust | — | — | — | $20K | 0.2% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | — | — | — | $15K | 0.2% | |
| Fidelity International Index Fund Registered Investment Companies | — | — | — | $14K | 0.2% | |
| Voya Government Money Market Fund A Registered Investment Companies | — | — | — | $13K | 0.2% | |
| Fidelity Mid Cap Index Fund Registered Investment Companies | — | — | — | $10K | 0.1% | |
| Victory Core Plus Intermediate Bond R6 Registered Investment Companies | — | — | — | $9K | 0.1% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) I Registered Investment Companies | — | — | — | $5K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN WILMINGTON TRUST, N.A. · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $4K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $459 | <0.1% |