ORIT Kendal signed Solupay Consulting LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solupay Consulting LLC's EIN is 20-0847158.
Download the official 2024 Form 5500 (PDF) for Solupay Consulting LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solupay Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | NONE | $34K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.8M | 21.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.4M | 11.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.2M | 9.1% | |
| MFS International Growth R6 | Mutual Funds | — | — | $904K | 7.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $861K | 6.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $819K | 6.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $720K | 5.6% | |
| Dodge and Cox Income X | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $471K | 3.7% | |
| AllianceBernstein Large Cap Growth Z | Other securities | — | — | $334K | 2.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $331K | 2.6% | |
| Vanguard Explorer Admiral Shrs | Mutual Funds | — | — | $287K | 2.2% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $260K | 2.0% | |
| American Funds Capital Inc Builder R6 | Mutual Funds | — | — | $241K | 1.9% | |
| American Funds New World R6 | Mutual Funds | — | — | $186K | 1.5% | |
| Notes Receivable from Participants | Other securities | — | — | $172K | 1.3% | |
| Principal Real Estate Sec R6 | Other securities | — | — | $163K | 1.3% | |
| Hartford Dividend & Growth R6 | Other securities | — | — | $159K | 1.2% | |
| PIMCO Global Bond Opps USD Hdgd I | Mutual Funds | — | — | $116K | 0.9% | |
| Fidelity International Index | Mutual Funds | — | — | $90K | 0.7% | |
| BlackRock High Yield Bond K | Other securities | — | — | $62K | 0.5% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $53K | 0.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $42K | 0.3% | |
| Gabelli US Treasury | U.S. Treasuries | — | — | $36K | 0.3% | |
| DFA U.S. Targeted Value CL I | Mutual Funds | — | — | $18K | 0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $45 | <0.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $8 | <0.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
