Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
SOLUTIONSATI CONSULTING, INC.
EIN 26-1368896management consultingLatest filing 2024
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
95
10080 N. WOLFE RD, STE. SW3-223 - CUPERTINO, CA 95014408-650-8137solutionsati.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 95 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOLUTIONSATI CONSULTING, INC. PROFIT SHARING 401 (K) PLAN
401k
Assets$4.3M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOLUTIONSATI CONSULTING, INC. CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOLUTIONSATI CONSULTING, INC. PROFIT SHARING 401 (K) PLAN | 401k | $4.3M | 45 | 2024 | |
| 002 | SOLUTIONSATI CONSULTING, INC. CASH BALANCE PLAN | CashBalance | $2.2M | 50 | 2024 |
Retirement plans