# Solaris Foundation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/solaris-foundation-inc-401k-plan

> Solaris Foundation, INC.'s 401(k) plan: 1,814 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| M HOLDING SECURITUES, INC.|INVESTMENT ADVISORY|$55,568|$14|$55,582|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$25,752|—|$25,752|

| ACUFF & ASSOCIATES, INC.|TPA|$15,792|—|$15,792|

| 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:** $97,126

- **Estimated Expense Ratio:** 0.418% of plan assets

### 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|

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