Solar Savings And Investment Plan
Sponsored by Solar Turbines Incorporated · EIN 953621514 · Plan #013
- Total assets
- $423M
- Net assets
- $423M
- Active participants
- 1,516
- With balances
- 2,038
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alight Financial Advisors, Llc CRD 158744 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Financial Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $142,400 |
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan | $26,490 |
| Pricewaterhousecoopers Llp | Accounting, Direct payment from the plan | $20,799 |
| Strategic Benefit Advisors | Contract administrator, Consulting (general), Direct payment from the plan | $17,813 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan | $15,741 |
| Caterpillar Inc | Employee (plan), Direct payment from the plan | $9,534 |
| Alight Financial Solutions, Llc | Securities brokerage, Finders' fees/placement fees, Distribution (12b-1) fees | $0 |
| Pershing Llc | Shareholder servicing fees, Finders' fees/placement fees, Securities brokerage commissions | $0 |