Solera Holdings, Llc Retirement Savings Plan
Sponsored by Claims Services Group, Llc · EIN 942617005 · Plan #001
- Total assets
- $315M
- Net assets
- $315M
- Active participants
- 2,881
- With balances
- 5,071
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $281,176 |
| Baker Tilly Us, Llp | Accounting | $52,540 |
| Moss Adams Llp | Accounting | $17,800 |