What public Form 5500 filings show about the Soleo Health Holdings, Inc. 401(k) plan — and how to find and check your own account.
Soleo Health Holdings, Inc. (EIN 11-2962027) reports SOLEO HEALTH HOLDINGS, INC. 401(K) PLAN on its most recent Form 5500, with $42.0M in plan assets across 1,017 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Soleo Health Holdings, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Soleo Health Holdings, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SUMMIT GROUP RETIREMENT PLANNERS.
