401k Record

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Solar Mosaic 401(k)

Recordkeeping fees per participant · Solar Mosaic, LLC 401(k) Plan · plan year 2024

$44.18

Higher than 34% of the 14,075 plans $10 to 50M that report it.

Source

= $11,353 / 257
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013150333NAL0003385042001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013150333NAL0003385042001, received 2025-10-13

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.

Cost and contributions

Administrative expenses excluding investment management, per participant

$44.18

10th: $15.36median $118.8890th: $340.63

Higher than 24% of the 24,371 plans $10 to 50M that report it.

Source

= $11,353 / 257
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013150333NAL0003385042001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013150333NAL0003385042001, received 2025-10-13

Administrative expenses per participant

$44.18

10th: $26.86median $197.2590th: $456.10

Higher than 15% of the 25,098 plans $10 to 50M that report it.

Source

= $11,353 / 257
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013150333NAL0003385042001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013150333NAL0003385042001, received 2025-10-13

Administrative expenses as a share of assets

0.082%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 18% of the 25,132 plans $10 to 50M that report it.

Source

= $11,353 / $13,922,126
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013150333NAL0003385042001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013150333NAL0003385042001, received 2025-10-13

Employer contributions per participant

$2,899

10th: $664median $2,07490th: $4,751

Higher than 71% of the 24,050 plans $10 to 50M that report it.

Source

= $744,980 / 257
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013150333NAL0003385042001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013150333NAL0003385042001, received 2025-10-13

Employer share of total contributions

24.5%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 38% of the 24,084 plans $10 to 50M that report it.

Source

= $744,980 / $3,038,495
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013150333NAL0003385042001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013150333NAL0003385042001, received 2025-10-13

Plan terms, as stated in Solar Mosaic LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013150333NAL0003385042001, received 2025-10-13

Full record, Solar Mosaic, LLC 401(k) Plan

FieldValueSource
Plan sponsorSOLAR MOSAIC LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013150333NAL0003385042001, received 2025-10-13
Plan nameSOLAR MOSAIC, LLC 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251013150333NAL0003385042001, received 2025-10-13
Sponsor EIN / plan number61-1653655 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013150333NAL0003385042001, received 2025-10-13
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013150333NAL0003385042001, received 2025-10-13
Sponsor locationSAINT LOUIS, MOForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013150333NAL0003385042001, received 2025-10-13
Industry (business code)522291, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013150333NAL0003385042001, received 2025-10-13
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013150333NAL0003385042001, received 2025-10-13
Filing received2025-10-13Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013150333NAL0003385042001, received 2025-10-13
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013150333NAL0003385042001, received 2025-10-13
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251013150333NAL0003385042001, received 2025-10-13
Participants, beginning of year352Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013150333NAL0003385042001, received 2025-10-13
Active participants155Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013150333NAL0003385042001, received 2025-10-13
Participants, end of year265Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013150333NAL0003385042001, received 2025-10-13
Participants with an account balance257Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013150333NAL0003385042001, received 2025-10-13
Total assets, beginning of year$13,854,381Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013150333NAL0003385042001, received 2025-10-13
Total assets, end of year$13,922,126Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013150333NAL0003385042001, received 2025-10-13
Net assets, end of year$13,922,126Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013150333NAL0003385042001, received 2025-10-13
Total income$4,902,292Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013150333NAL0003385042001, received 2025-10-13
Net income$67,745Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013150333NAL0003385042001, received 2025-10-13
Employer contributions$744,980Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013150333NAL0003385042001, received 2025-10-13
Participant contributions$1,926,080Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013150333NAL0003385042001, received 2025-10-13
Other contributions (incl. rollovers)$367,435Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013150333NAL0003385042001, received 2025-10-13
Total contributions$3,038,495Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013150333NAL0003385042001, received 2025-10-13
Benefit payments$4,757,806Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013150333NAL0003385042001, received 2025-10-13
Total expenses (incl. benefit payments)$4,834,547Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013150333NAL0003385042001, received 2025-10-13
Total administrative expenses$11,353Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013150333NAL0003385042001, received 2025-10-13
Recordkeeping fees$11,353Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013150333NAL0003385042001, received 2025-10-13
Administrative expenses excluding investment management$11,353derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013150333NAL0003385042001, received 2025-10-13
Held in mutual funds$13,768,762Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013150333NAL0003385042001, received 2025-10-13
Independent auditorLAW OFFICE OF MATTHEW J. BORRORSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013150333NAL0003385042001, received 2025-10-13

Position = column in the DOL layout for form year 2024. Filing 20251013150333NAL0003385042001, received 2025-10-13.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
ADP, INC.recordkeeperRECORDKEEPER 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees $11,352yes
ADP BROKER DEALERrecordkeeperRECORDKEEPER 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 63 Distribution (12b-1) fees $0yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013150333NAL0003385042001, received 2025-10-13.

What changed since the 2023 plan year

Figure20232024Change
Total assets$13,854,381$13,922,1260.5%
Participants with a balance348257-26.1%
Administrative expenses$6,540$11,35373.6%
Recordkeeping fees per participant$18.79$44.18135.1%
Employer contributions$1,201,424$744,980-38.0%

Prior filing 20240919051416NAL0005657841001, received 2024-09-19; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: SOLAR MOSAIC LLC; SEC registrant: Solar Mosaic LLC (CIK 1523221, matched by EIN).