AUMdb

Solaris Foundation 401(k) Retirement Plan

Sponsored by Solaris Foundation, Inc. · EIN 455611172 · Plan #001

Total assets
$23.3M
Net assets
$23.3M
Active participants
1,814
With balances
681

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
M Holding Securitues, Inc. Investment advisory (plan), Direct payment from the plan $55,568
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $25,752
Acuff & Associates, Inc. Recordkeeping, Other services, Direct payment from the plan $15,792