Plan Snapshot
- Plan Sponsor: Soli Organic, INC.
- Sponsor EIN: 541521303
- Sponsor Address: 3156 NORTH VALLEY PIKE, HARRISONBURG, VA, 22802
- Plan Type: 401(k)
- Total Participants: 537
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 537 | $5.9M | $475,004 | $855,764 |
| 2023 | 579 | $5.5M | $388,713 | $715,272 |
| 2022 | 583 | $4.1M | $338,831 | $641,832 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BROWN EDWARDS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN EDWARDS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $34,821 | $10,583 | — | — | — |
| 2023 | $9,211 | $9,211 | — | — | — |
| 2022 | $51,510 | — | $51,510 | — | — |