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Original filing (PDF)20251015170908NAL0002683395001
SHOALS TECHNOLOGIES GROUP, LLC
Form 5500
FILING_RECEIVED
SHOALS TECHNOLOGIES GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
960
Accounts w/ balance
283
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
12 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHOALS TECHNOLOGIES GROUP, LLC.
Plan sponsor
Name
SHOALS TECHNOLOGIES GROUP, LLC
EIN
90-0346780
Address
1400 SHOALS WAY · PORTLAND, TN · 371484666
Phone
(615) 879-4254
Industry
Manufacturingsee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HAM, LANGSTON & BREZINA, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
Investments
10 direct securities · 12 pooled funds· $5.3M(91% 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
$4.3M
12 holdings
Mutual Funds
$567K
1 holding
Uncategorized
$406K
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET TGT RET 2045 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $820K | 14.1% | |
| STATE STREET TGT RET 2050 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $791K | 13.6% | |
| STATE STREET TGT RET 2030 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $568K | 9.8% | |
| Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $567K | 9.7% | |
| STATE STREET TGT RET 2055 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $469K | 8.0% | |
| STATE STREET TGT RET 2040 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $433K | 7.4% | |
| STATE STREET TGT RET 2035 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $422K | 7.2% | |
| STATE STREET TGT RET 2060 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $270K | 4.6% | |
| STATE STREET TGT RET INC NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $249K | 4.3% | |
| STATE STREET TGT RET 2025 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $170K | 2.9% | |
| STATE STREET TGT RET 2065 NL M STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $117K | 2.0% | |
| Alger Capital App Z Fund | — | — | — | $86K | 1.5% | |
| American Century Investments Amer Century Sml Cap Val R6 Fd | — | — | — | $62K | 1.1% | |
| Fidelity Investments Fidelity Total Int Idx Fund | — | — | — | $62K | 1.1% | |
| MFS Investment Management MFS Intl Diversification R6 Fd | — | — | — | $50K | 0.9% | |
| Oppenheimer Inv Discov R6 Fd | — | — | — | $49K | 0.8% | |
| Fidelity Investments Fidelity Extended Mkt Idx Fd | — | — | — | $38K | 0.7% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fd | — | — | — | $28K | 0.5% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $26K | 0.5% | |
| INVESCO STABLE VALUE TR CLS A1 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $20K | 0.3% | |
| STATE STREET TGT RET 2020 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $5K | <0.1% | |
| John Hancock Investment Management LLC Bond Trust/MA | — | — | — | $3K | <0.1% |
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