Plans listing this provider
30
0.05% of the 56,420 plans with Schedule H financials; 26 in 2023
Providers › Soltis Investment Advisors LLC
Soltis Investment Advisors LLC
- Service provider, as named on Schedule C
- EIN 273188744
- Plan year 2024
- Direct compensation reported $1,812,409
Assets of those plans
$4,527,102,704
0.06% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,812,409
90% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 22 |
| 50 | Direct payment from the plan | 8 |
| 26 | Investment advisory (participants) | 7 |
| 28 | Investment management | 4 |
| 99 | Other fees | 3 |
| 13 | Contract administrator | 1 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Skywest, Inc. Employees' Retirement Plan | Skywest | $1,420,052,359 | 12,750 | $9,503 |
| Colorado Permanente Medical Group, P.C. 401(k) Plan | Colorado Permanente Medical Group | $1,004,292,515 | 1,592 | $13,277 |
| NCLC 401(k) Plan | NCL Bahamas | $330,331,571 | 5,009 | $112,296 |
| Clyde Companies, Inc. 401(k) Retirement Plan | Clyde Companies | $326,281,209 | 5,014 | $393,544 |
| Merit Medical Systems, Inc. 401(k) Profit Sharing Plan | Merit Medical Systems | $217,105,639 | 2,251 | $139,426 |
| Associated Food Stores, Inc. 401(k) Plan and Trust | AFS Holdings | $208,308,058 | 3,132 | $57,397 |
| C. R. England, Inc. Profit Sharing | C.R. England | $120,942,954 | 4,258 | $34,894 |
| Texo Members 401(k) Plan | Texo Abc-agc | $117,075,362 | 2,149 | $97,555 |
| Ultradent Products, Inc. 401(k) Plan | Ultradent Products | $110,193,335 | 1,348 | $192,629 |
| Nature's Way 401(k) Plan | Schwabe North America | $108,802,657 | 927 | $53,503 |
| Harmon City, Inc. 401(k) Retirement Savings Plan | Harmon City | $97,827,267 | 5,526 | $110,037 |
| Challenger School 401(k) Retirement Plan | Challenger School Foundation | $66,792,163 | 604 | $38,798 |
| Moreton Companies Profit Sharing Plan | Fred A. Moreton | $66,548,986 | 323 | $28,802 |
| MLSC Holding Co., Inc. Employees' Retirement Plan | MLSC Holding | $43,220,026 | 1,088 | $0 |
| 1 Source Business Solutions 401(k) Plan | 1 Source Business Solutions | $41,507,040 | 1,077 | $17,249 |
| SNF Corporation Tax-favored Retirement Savings Plan | Security National Financial | $37,216,389 | 263 | $40,885 |
| SNFC Mortgage Company 401(k) Plan | Security National Financial | $33,427,700 | 406 | $36,716 |
| Medical Priority Consultants 401(k) Plan | Medical Priority Consultants | $28,662,243 | 292 | $57,873 |
| 2ND Adventure Payroll Services 401(k) Plan | 2ND Adventure Payroll Services | $24,122,579 | 436 | $49,274 |
| Anthony Wade, Inc. DBA Stephen Wade Auto Center 401(k) Plan | Anthony Wade Inc. DBA Stephen Wade Auto Center | $21,459,193 | 784 | $86,081 |
| Christopherson Andavo LP 401(k) Plan | Christopherson Andavo Travel | $19,519,168 | 289 | $19,183 |
| Peak Industrial Inc. Retirement Savings Planrecordkeeper | Peak Industrial | $17,339,705 | 180 | $11,781 |
| Mountain Land Rehabilitation 401(k) Plan | Mountain Land Rehabilitation | $17,187,328 | 426 | $34,869 |
| Vasion, Inc. 401(k) Plan | Vasion | $16,444,298 | 306 | $66,081 |
| Ram Manufacturing Company, Inc. 401(k) Plan | Ram Manufacturing Company Inc. D/B/A Ram Aviation Space and Defense | $11,549,056 | 349 | $47,252 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.