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Sponsor portfolio

SOLTERS LTD.

EIN 93-1034450-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
12
15821 VENTURA BLVD, STE 270 - ENCINO, CA 914365360213-300-6169
Plans on this EIN
2 filings
#001401k-$1.8M - 6 part#002CashBalance-$1.1M - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PLAN AND TRUST (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)6
  • CASH BALANCE PLAN (#002)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOLTERS LTD 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOLTERS, LTD. CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOLTERS LTD 401(K) PROFIT SHARING PLAN AND TRUST401k$1.8M62024
002SOLTERS, LTD. CASH BALANCE PLANCashBalance$1.1M62024
Retirement plans
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