Mike Lee signed Strategic Operational Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategic Operational Solutions, Inc.'s EIN is 20-5439932.
Download the official 2024 Form 5500 (PDF) for Strategic Operational Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Operational Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | 84-4383499 | — | INVESTMENT ADVISORY | $14K | — |
| WILSHIRE ADVISORS LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Principal Fixed Income Guaranteed Option Guaranteed interest investment - | Guaranteed Income / GIC | — | — | $1.3M | 22.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $607K | 10.1% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $607K | 10.1% | |
| Fidelity US Bond Index Fund Registered investment company - | Mutual Funds | — | — | $586K | 9.8% | |
| CORE PLUS BD FD II CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $582K | 9.7% | |
| BlackRock Equity Index Fund Class 1 Common/collective trust - | Common Collective Trusts | — | — | $456K | 7.6% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $456K | 7.6% | |
| Fidelity International Index Fund Registered investment company - | Common Collective Trusts | — | — | $433K | 7.2% | |
| Great Gray EuroPac Growth Tr CI I1 Common/collective trust - | Common Collective Trusts | — | — | $400K | 6.7% | |
| GREATGRAY EURO GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $400K | 6.7% | |
| Fidelity Mid Cap Index Fund Registered investment company - | Common Collective Trusts | — | — | $202K | 3.4% | |
| Fidelity Small Cap Index Fund Registered investment company - | Common Collective Trusts | — | — | $188K | 3.1% | |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $144K | 2.4% | |
| MID CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $137K | 2.3% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $118K | 2.0% | |
| SMALL CAP GROWTH FUND II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $106K | 1.8% | |
| Notes Receivable from Participants Maturity dates through November 2029, rates of interest 9.50-10.50% - | Bonds / Notes | — | — | $52K | 0.9% | |
| Lord Abbett High Yield Cr Tr II R Fund Common/collective trust - | Common Collective Trusts | — | — | $35K | 0.6% | |
| LORD ABB HI YLD CR TR II R FD GREAT GRAY TRUST COMPANY · EIN 82-1095844 / PN 320 | Common Collective Trust | — | — | $35K | 0.6% | |
| PIMCO RealPath Blend 2035 Institutional Fund Registered investment company - | Mutual Funds | — | — | $17K | 0.3% | |
| PIMCO RealPath Blend 2045 Institutional Fund Registered investment company - | Mutual Funds | — | — | $8K | 0.1% | |
| (E) | Other securities | — | $35K | $8K | 0.1% | |
| PIMCO RealPath Blend 2055 Institutional Fund Registered investment company - | Mutual Funds | — | — | $5K | <0.1% |
