Plan Snapshot
- Plan Sponsor: Solenis, LLC
- Sponsor EIN: 465612095
- Sponsor Address: 2475 PINNACLE DRIVE, WILMINGTON, DE, 19803
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4,252
- Total Assets: $715.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 4,252 | $715.0M | $0 | $0 |
| 2024 | 3,182 | $631.1M | $23.0M | $22.3M |
| 2023 | 1,937 | $430.0M | $21.8M | $19.3M |
| 2022 | 1,751 | $351.4M | $21.2M | $17.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $229,923 | — | $229,923 |
| CREATIVE PLANNING LLC | Other Service Provider | $64,950 | — | $64,950 |
| GREER WALKER LLP | Auditor | $38,925 | — | $38,925 |
| KREISCHER MILLER | Auditor | $37,521 | — | $37,521 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $32,231 | — | $32,231 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $403,550
- Estimated Expense Ratio: 0.056% 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 |
|---|---|---|---|---|---|
| 2025 | $90,483,166 | $32,231 | $3,900 | $38,925 | — |
| 2024 | $283,426 | $366 | $900 | $36,021 | — |
| 2023 | $202,840 | $21,250 | $2,700 | $38,246 | — |
| 2022 | $301,767 | — | — | — | — |