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Original filing (PDF)20250724163138NAL0007594544001
SOLIDIFI U.S. INC.
Form 5500
FILING_RECEIVED
SOLIDIFI 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
246
Accounts w/ balance
349
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
38 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLIDIFI U.S. INC..
Plan sponsor
Name
SOLIDIFI U.S. INC.
EIN
98-0593923
Address
701 SENECA STREET, SUITE 660 · BUFFALO, NY · 14210
Phone
(401) 302-8641
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KAHN, LITWIN, RENZA & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
Investments
38 direct securities· $18.5M(100% of reported assets)
Uncategorized
$18.3M
36 holdings
Mutual Funds
$195K
1 holding
Insurance Contracts
$27K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $2.5M | 13.6% | |
| Nuveen Lifecycle Index 2055 Fund Class R6 | — | — | — | $2.2M | 12.0% | |
| JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $2.0M | 10.5% | |
| Nuveen Lifecycle Index 2045 Fund Class R6 | — | — | — | $1.4M | 7.3% | |
| Nuveen Lifecycle Index 2050 Fund Class R6 | — | — | — | $1.1M | 6.2% | |
| American Funds Growth and Income Portfolio Class R6 | — | — | — | $1.0M | 5.6% | |
| Nuveen Lifecycle Index 2040 Fund Class R6 | — | — | — | $725K | 3.9% | |
| Nuveen Lifecycle Index 2060 Fund Class R6 | — | — | — | $680K | 3.7% | |
| American Funds American Balanced Fund Class R6 | — | — | — | $597K | 3.2% | |
| American Funds New Perspective Fund Class R6 | — | — | — | $572K | 3.1% | |
| Putnam Small Cap Growth Fund Class R6 | — | — | — | $444K | 2.4% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $442K | 2.4% | |
| MFS International Growth Fund Class R6 | — | — | — | $418K | 2.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $416K | 2.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $402K | 2.2% | |
| Nuveen Lifecycle Index 2035 Fund Class R6 | — | — | — | $322K | 1.7% | |
| Voya Intermediate Bond Fund Class R6 | — | — | — | $278K | 1.5% | |
| Nuveen Lifecycle Index 2030 Fund Class R6 | — | — | — | $252K | 1.4% | |
| Money Market Funds Vanguard Federal Money Market Fund | — | — | — | $242K | 1.3% | |
| JP Morgan Mid Cap Growth Fund Class R6 | — | — | — | $227K | 1.2% | |
| American Funds Conservative Growth and Income Fund Class R6 | — | — | — | $214K | 1.2% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $204K | 1.1% | |
| Nuveen Lifecycle Index 2025 Fund Class R6 | — | — | — | $200K | 1.1% | |
| Allspring Small Company Fund Class R6 | Mutual Funds | — | — | $195K | 1.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $166K | 0.9% | |
| Nuveen Lifecycle Index Retirement Income Fund Class R6 | — | — | — | $161K | 0.9% | |
| PIMCO Income Fund Institutional Class | — | — | — | $158K | 0.9% | |
| PGIM High Yield Fund Class R6 | — | — | — | $152K | 0.8% | |
| Vanguard Information Technology Index Fund | — | — | — | $123K | 0.7% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $119K | 0.6% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $118K | 0.6% | |
| dates through January 2034, collateralized by participants' vested account balance. | — | — | — | $117K | 0.6% | |
| American Funds New World Fund Class R6 | — | — | — | $111K | 0.6% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | — | — | — | $107K | 0.6% | |
| Nuveen Lifecycle Index 2010 Fund Class R6 | — | — | — | $52K | 0.3% | |
| Nuveen Lifecycle Index 2020 Fund Class R6 | — | — | — | $41K | 0.2% | |
| Franklin Templeton Utilities Fund Class R6 | — | — | — | $30K | 0.2% | |
| * Voya Fixed Account | Insurance Contracts | — | — | $27K | 0.1% |