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Original filing (PDF)20251009121736NAL0003559907002
SOLUPAY CONSULTING LLC
Form 5500
FILING_RECEIVED
VERSAPAY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
185
Accounts w/ balance
194
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLUPAY CONSULTING LLC.
Plan sponsor
Name
SOLUPAY CONSULTING LLC
EIN
20-0847158
Address
3340 PEACHTREE RD. NE, SUITE 2600 · ATLANTA, GA · 30326
Phone
(317) 287-0315
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITUMSMTH BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | NONE | $34K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $20K | — |
Investments
30 direct securities · 1 pooled fund· $12.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$12.3M
30 holdings
Common Collective Trust
$492K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $2.8M | 21.5% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.4M | 11.0% | |
| Vanguard Target Retirement 2045 | — | — | — | $1.2M | 9.1% | |
| MFS International Growth R6 | — | — | — | $904K | 7.1% | |
| Vanguard Target Retirement 2050 | — | — | — | $861K | 6.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $819K | 6.4% | |
| Fidelity Mid Cap Index | — | — | — | $720K | 5.6% | |
| Dodge and Cox Income X | — | — | — | $654K | 5.1% | |
| GOLDMAN SACHS STB VAL COLLECT TR FD GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $492K | 3.8% | |
| Vanguard Target Retirement 2040 | — | — | — | $471K | 3.7% | |
| AllianceBernstein Large Cap Growth Z | — | — | — | $334K | 2.6% | |
| Fidelity Small Cap Index | — | — | — | $331K | 2.6% | |
| Vanguard Explorer Admiral Shrs | — | — | — | $287K | 2.2% | |
| Vanguard Target Retirement 2030 | — | — | — | $260K | 2.0% | |
| American Funds Capital Inc Builder R6 | — | — | — | $241K | 1.9% | |
| American Funds New World R6 | — | — | — | $186K | 1.5% | |
| Notes Receivable from Participants | — | — | — | $172K | 1.3% | |
| Principal Real Estate Sec R6 | — | — | — | $163K | 1.3% | |
| Hartford Dividend & Growth R6 | — | — | — | $159K | 1.2% | |
| PIMCO Global Bond Opps USD Hdgd I | — | — | — | $116K | 0.9% | |
| Fidelity International Index | — | — | — | $90K | 0.7% | |
| BlackRock High Yield Bond K | — | — | — | $62K | 0.5% | |
| Janus Henderson Enterprise N | — | — | — | $53K | 0.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $42K | 0.3% | |
| Gabelli US Treasury | — | — | — | $36K | 0.3% | |
| DFA U.S. Targeted Value CL I | — | — | — | $18K | 0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $45 | <0.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $8 | <0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $1 | <0.1% |
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