# Solomon Partners, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/solomon-partners-l-p-plan

> Solomon Partners, L.P.'s 401(k) plan: 246 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Solomon Partners, L.P.

- **Sponsor EIN:** 133841537

- **Sponsor Address:** 1345 AVENUE OF THE AMERICAS 31ST FL, NEW YORK, NY, 10105

- **Plan Type:** 401(k)

- **Total Participants:** 246

- **Total Assets:** $29.7M

## 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|246|$29.7M|$1.4M|$3.5M|

| 2023|204|$21.1M|$1.1M|$2.9M|

| 2022|177|$15.8M|$801,422|$2.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$24,779|—|$24,779|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$22,493|—|$22,493|

| SIMIONE MACCA & LARROW, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SIMIONE MACCA & LARROW, LLP](https://planprovider.pro/provider/simione-macca-and-larrow-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $47,272

- **Estimated Expense Ratio:** 0.159% 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|$47,273|$22,493|—|—|—|

| 2023|$92,718|—|—|—|—|

| 2022|$88,749|—|$88,749|—|—|

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