Soltis Ez 401(k) Pooled Employer Plan
Sponsored by Momenta, Inc. · EIN 854166502 · Plan #003
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 1,008
- With balances
- 1,090
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investmetn Advisors | Investment advisory (plan), Contract administrator | $47,015 |
| Momenta Inc | Contract administrator | $16,629 |