Plan Snapshot
- Plan Sponsor: Solaris Foundation, INC.
- Sponsor EIN: 455611172
- Sponsor Address: 9520 BONITA BEACH ROAD SE, BONITA SPRINGS, FL, 34135
- Plan Type: 401(k)
- Total Participants: 1,814
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,814 | $23.3M | $218,316 | $1.9M |
| 2023 | 1,858 | $22.6M | $242,959 | $2.0M |
| 2022 | 2,208 | $24.8M | $252,087 | $2.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PURYEAR & NOONAN, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $97,112 | $55,568 | $25,752 | — | — |
| 2023 | $103,055 | $56,104 | $27,171 | — | — |
| 2022 | $123,531 | $62,795 | $27,788 | — | $32,948 |