Plan Snapshot
- Plan Sponsor: Solar Industries, INC.
- Sponsor EIN: 860884804
- Sponsor Address: P.O. BOX 27337, TUCSON, AZ, 85726
- Plan Type: 401(k)
- Total Participants: 581
- Total Assets: $17.2M
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 | 581 | $17.2M | $617,708 | $1.5M |
| 2023 | 538 | $14.9M | $607,906 | $1.3M |
| 2022 | 543 | $12.2M | $623,149 | $1.2M |
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 |
|---|---|---|---|---|
| BEACH FLEISCHMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACH FLEISCHMAN — 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 | $16,287 | — | $16,287 | — | — |
| 2023 | $15,665 | — | $15,665 | — | — |
| 2022 | $17,952 | — | $17,952 | — | — |