Nicole Galloway signed Solution Holdings, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solution Holdings, L.L.C.'s EIN is 20-8705924.
Download the official 2024 Form 5500 (PDF) for Solution Holdings, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solution Holdings, L.L.C.'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | SERVICE PROVIDER | $10K | — |
| MONETA GROUP 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.5M | 24.8% | |
| METLIFE UNIFIED TRUST STABLE VALUE AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $872K | 14.5% | |
| IR+M INTERMEDIATE COLLECTIVE FUND - GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 002 | Common Collective Trust | — | — | $846K | 14.1% | |
| Dodge & Cox Stock Fund X Registered Investment Company | Mutual Funds | — | — | $820K | 13.6% | |
| (Held at End of Year) PERMANENT EQUITY 401(K) PLAN EIN#20-8705924 Plan# 001 TRwPr LCG Fnd I Registered Investment Company | Common Stocks | — | — | $329K | 5.5% | |
| Fid Inf Prt Bd Idx Fd Registered Investment Company $54 Fidelity Mid Cap Idx Fd Registered Investment Company | Common Collective Trusts | — | — | $246K | 4.1% | |
| Dodge & Cox Intl Stock Fd X Registered Investment Company | Mutual Funds | — | — | $191K | 3.2% | |
| JPMorgan Mid Cap Value Fnd R6 Registered Investment Company | Common Stocks | — | — | $188K | 3.1% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | Common Stocks | — | — | $141K | 2.3% | |
| Hotchkis & Wiley S C Div V Registered Investment Company | Common Stocks | — | — | $119K | 2.0% | |
| Gldmn Sachs Emr Mkt Eq In F R6 Registered Investment Company | Common Stocks | — | — | $116K | 1.9% | |
| Cohen&Steers Inst Rl Shares Registered Investment Company | Common Stocks | — | — | $115K | 1.9% | |
| Vangrd LifeStrat Inc Fd Inv Registered Investment Company $382 Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $84K | 1.4% | |
| TRowePrc Mid-Cap Growth Fund I Registered Investment Company | Common Stocks | — | — | $62K | 1.0% | |
| SCHWAB INDEXED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $15K | 0.2% | |
| Baird Short-Term Bond Fnd Ins Registered Investment Company | Common Stocks | — | — | $14K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $60 iShares Dev Real Est In F K Registered Investment Company $569 LOAN FUND Participant Loans - Rates 6.50% to 9.50% | Bonds / Notes | — | — | $13K | 0.2% | |
| SCHWAB INDEXED RET TRUST FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $12K | 0.2% | |
| TRwPr Intg US Sm-Cap Gr Eq I Registered Investment Company | Common Stocks | — | — | $10K | 0.2% | |
| Vangrd Int-Trm Treasury Fd Adm Registered Investment Company | Common Stocks | — | — | $9K | 0.1% | |
| SCHWAB INDEXED RET TRUST FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $5K | <0.1% | |
| SCHWAB INDEXED RET TRUST FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $3K | <0.1% | |
| SStr Intl Index NL Fd C Common Collective Trust | Common Collective Trusts | — | — | $3K | <0.1% | |
| STATE STREET INTERNATIONAL INDEX NL STATE STREET FUNDS · EIN 90-0337987 / PN 166 | Common Collective Trust | — | — | $3K | <0.1% | |
| SCHWAB INDEXED RET TRUST FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $2K | <0.1% | |
| SCHWAB INDEXED RET TRUST FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $2K | <0.1% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $1K | <0.1% | |
| SCHWAB INDEXED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $701 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-1903821 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
