Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
SOLOMON ADVISORY SERVICES, LLC
EIN 82-3002689Educational ServicesLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
6
930 TAHOE BLVD, STE 802 PMB 457 - INCLINE VILLAGE, NV 89451646-250-6587
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 6 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#002
SOLOMON ADVISORY SERVICES, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.8M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SOLOMON ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$261K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOLOMON ADVISORY SERVICES, LLC CASH BALANCE PLAN & TRUST | CashBalance | $1.8M | 3 | 2025 | |
| 001 | SOLOMON ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $261K | 3 | 2025 |
Retirement plans