Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.A. SOLARI & PARTNERS, LLC
EIN 45-2604379Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
10
5310 KIETZKE LANE, SUITE 101 - RENO, NV 89511775-827-3550
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 10 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#003
J.A. SOLARI & PARTNERS, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$3.5M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
J.A. SOLARI & PARTNERS, LLC 401(K) PLAN
401k
Assets$3.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | J.A. SOLARI & PARTNERS, LLC PROFIT SHARING PLAN | ProfitSharing | $3.5M | 1 | 2024 | |
| 001 | J.A. SOLARI & PARTNERS, LLC 401(K) PLAN | 401k | $3.3M | 9 | 2024 |
Retirement plans