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Original filing (PDF)20251013131041NAL0002006528001
SOLIDCORE HOLDINGS LLC
Form 5500
FILING_RECEIVED
SOLIDCORE 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
614
Accounts w/ balance
214
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Fidelity Fidelity Freedom 2055 Index Inst Prem Class" is 30% of plan.
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLIDCORE HOLDINGS LLC.
Plan sponsor
Name
SOLIDCORE HOLDINGS LLC
EIN
82-2889061
Address
1735 N LYNN STREET · SUITE 650 · ARLINGTON, VA · 22209
Phone
(631) 255-4695
Industry
Arts, Entertainment, Recreationsee 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
2025-10-13
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CST GROUP CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $630 | — |
Investments
20 direct securities· $3.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2055 Index Inst Prem Class | — | — | — | $1.1M | 30.3% | |
| Fidelity Freedom 2060 Index Inst Prem Class | — | — | — | $800K | 22.1% | |
| Fidelity Freedom 2050 Index Inst Prem Class | — | — | — | $651K | 18.0% | |
| Fidelity 500 Index Fund | — | — | — | $282K | 7.8% | |
| Fidelity Freedom 2045 Index Inst Prem Class | — | — | — | $267K | 7.4% | |
| Fidelity Freedom 2065 Index Inst Prem Class | — | — | — | $165K | 4.6% | |
| Fidelity Freedom 2040 Index Inst Prem Class | — | — | — | $160K | 4.4% | |
| Fidelity Freedom 2025 Index Inst Prem Class | — | — | — | $68K | 1.9% | |
| Fidelity Freedom 2030 Index Inst Prem Class | — | — | — | $42K | 1.1% | |
| Fidelity Govt Money Market Fund Class K6 | — | — | — | $26K | 0.7% | |
| Fidelity Blue Chip Growth Fund | — | — | — | $21K | 0.6% | |
| Fidelity Freedom 2035 Index Inst Prem Class | — | — | — | $19K | 0.5% | |
| JPMorgan U.S. Value Fund R6 | — | — | — | $6K | 0.2% | |
| Fidelity Mid-Cap Index Fund | — | — | — | $5K | 0.1% | |
| Fidelity Total Bond Fund | — | — | — | $3K | <0.1% | |
| Fidelity Small-Cap Index Fund | — | — | — | $3K | <0.1% | |
| Fidelity Global ex US Index Fund | — | — | — | $2K | <0.1% | |
| JP Morgan JP Morgan U.S. Equity R6 | — | — | — | $2K | <0.1% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $2K | <0.1% | |
| Fidelity International Capital Appreciation | — | — | — | $1K | <0.1% |
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