Solomon Realty Advisors, Inc.401 (K) Profit Sharing Plan
Sponsored by Solomon Realty Advisors, Inc. · EIN 222867476 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 632
- With balances
- 691
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $138,943 |
| Orenda Retirement, Llc | Other services, Direct payment from the plan, Other fees | $24,536 |
| Northwestern Mutual Investment Serv | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisory Llc | Investment advisory (plan), Other investment fees and expenses | $0 |