AUMdb

Solaris Healthcare 401(k) Plan

Sponsored by Solaris Healthcare, Inc. · EIN 200343868 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
480
With balances
423

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $4,516
Voya Retirement Ins & Annuity Co. Investment advisory (participants) $2,132
Morningstar Investment Management Investment advisory (participants) $2,132
Loren D. Stark Company Other services $0
Morningstar Investment advisory (plan) $0