Original filing (PDF)20250604113913NAL0010819697001

SOLERS RESEARCH GROUP INC

Name: SOLERS RESEARCH GROUP INC — SOLERS RESEARCH GROUP INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SOLERS RESEARCH GROUP INC

Form 5500-SF

FILING_RECEIVED

SOLERS RESEARCH GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLERS RESEARCH GROUP INC.

Plan sponsor

Name

SOLERS RESEARCH GROUP INC

EIN

26-2692639

Address

1321 FOREST DR · SANFORD, FL · 327714677

Phone

(407) 492-2222

Industry

Educational Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES INC

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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