What public Form 5500 filings show about the SOLO Funds Inc. 401(k) plan — and how to find and check your own account.
SOLO Funds Inc. (EIN 81-2651276) reports SOLO FUNDS 401(K) PLAN on its most recent Form 5500, with $885K in plan assets across 20 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 SOLO Funds Inc. filing — schedules, fees, and providers.
SOLO Funds Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SOLO Funds Inc.HR for the recordkeeper’s name and login.