Solaris 401(k) Plan
Sponsored by Solaris Health Holdings, Llc · EIN 844332286 · Plan #001
- Total assets
- $465M
- Net assets
- $465M
- Active participants
- 5,644
- With balances
- 4,412
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 |
|---|---|---|
| Verdence Capital Advisors, Llc CRD 288512 | deterministic · 100% | 2024 |
| Johnson Investment Counsel, Inc. CRD 117054 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Integrity Wealth Management, Inc. CRD 150103 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Summit Equities, Inc. | Investment advisory (participants), Investment management fees (direct) | $372,560 |
| Lpl Financial Andy Lubash | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $122,500 |
| Jp Morgan Chase | Investment advisory (plan) | $85,000 |
| Verdence Capital Advisors | Investment advisory (participants), Investment management fees (direct) | $77,145 |
| Roland Criss | Claims processing, Plan administrator, Named fiduciary | $63,000 |
| Johnson Investment Counsel | Investment advisory (participants), Investment management fees (direct) | $48,092 |
| Strategic Advisors | Investment advisory (plan), Investment management fees (direct) | $20,473 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Participant loan processing | $6,484 |
| Integrity Wealth Management | Investment advisory (participants), Investment management fees (direct) | $5,348 |
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Direct payment from the plan | -$99,573 |