Plan Snapshot
- Plan Sponsor: Soleo Health Holdings, INC.
- Sponsor EIN: 112962027
- Sponsor Address: 2801 NETWORK BLVD, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 1,017
- Total Assets: $42.0M
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 | 1,017 | $42.0M | $2.0M | $6.3M |
| 2023 | 949 | $32.3M | $1.9M | $5.6M |
| 2022 | 1,000 | $22.4M | $1.7M | $5.0M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 | $136,200 | $12,446 | — | — | — |
| 2023 | $140,456 | $45,919 | — | $17,228 | — |
| 2022 | $101,380 | — | — | — | — |