Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $3.1M assets / 146 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOLAR UNITED NEIGHBORS 401(K) PLAN | Profit-sharing | $3.1M | 124 | 2025 |
| #001 | SOLAR UNITED NEIGHBORS 403(B) PLAN | 403(b) | $2K | 22 | 2024 |