Plan Snapshot
- Plan Sponsor: Solstice Consulting, LLC Dba Kin And Carta
- Sponsor EIN: 364481735
- Sponsor Address: 111 NORTH CANAL STREET SUITE 350, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $54.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $54.6M | $2.5M | $5.6M |
| 2023 | 545 | $48.1M | $2.8M | $6.2M |
| 2022 | 604 | $35.4M | $2.8M | $5.7M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $247,687 | $193,325 | — | — | — |
| 2023 | $203,499 | $8,449 | — | — | — |
| 2022 | $179,711 | — | $179,711 | — | — |