AUMdb

Solenis, Llc Employee Savings Plan

Sponsored by Solenis, Llc · EIN 465612095 · Plan #001

Total assets
$631M
Net assets
$631M
Active participants
3,182
With balances
4,089

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 Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $184,622
Creative Planning Llc Consulting (general) $42,500
Kreischer Miller Accounting $36,021
Creative Planning Consulting (general) $21,250