# Solari, INC. 401(k) Plan
Source: https://planprovider.pro/companies/solari-inc-401k-plan

> Solari, INC.'s 401(k) plan: 670 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Solari, INC.

- **Sponsor EIN:** 260446321

- **Sponsor Address:** 1275 W. WASHINGTON ST. SUITE 210, TEMPE, AZ, 85281

- **Plan Type:** 401(k)

- **Total Participants:** 670

- **Total Assets:** $12.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|670|$12.5M|$1.0M|$1.8M|

| 2023|490|$9.3M|$926,398|$1.5M|

| 2022|444|$6.6M|$647,973|$1.0M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$70,511|—|$70,511|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$39,378|—|$39,378|

| KIMBERLIN COMPANY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [KIMBERLIN COMPANY, PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $109,889

- **Estimated Expense Ratio:** 0.877% of plan assets

### 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|$110,056|$39,378|—|—|—|

| 2023|$81,889|$29,942|—|—|—|

| 2022|$73,413|$29,264|—|—|$4,000|

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