Solari, Inc. 401(k) Plan
Sponsored by Solari, Inc. · EIN 260446321 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 670
- With balances
- 654
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $70,511 |
| Capfinancial Partners Llc | Consulting (general), Insurance services, Investment advisory (plan) | $39,378 |