Soleo Health Holdings, Inc. 401(k) Plan
Sponsored by Soleo Health Holdings, Inc. · EIN 112962027 · Plan #001
- Total assets
- $42.0M
- Net assets
- $42.0M
- Active participants
- 1,017
- With balances
- 1,004
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 |
|---|---|---|
| Summit Group Retirement Planners, Inc. CRD 169823 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $102,325 |
| Summit Group Retirement Planners, | Investment advisory (plan) | $33,875 |