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Original filing (PDF)20251014143633NAL0004247424001
SOLUTIONPOINT INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
SOLUTIONPOINT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
226
Accounts w/ balance
310
Plan assets (EOY)
$45.9M
Net assets (EOY)
$45.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLUTIONPOINT INTERNATIONAL, INC..
Plan sponsor
Name
SOLUTIONPOINT INTERNATIONAL, INC.
EIN
27-3212803
Address
260 MADISON AVENUE · 3RD FLOOR · NEW YORK, NY · 10016
Phone
(212) 817-6700
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDG CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINT CAPITAL LLC | — | NEW YORK, NY | NONE | $107K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $18K | — |
Investments
26 direct securities · 1 pooled fund· $45.9M(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
$43.9M
26 holdings
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Inv Vanguard 0 | — | — | — | $6.5M | 14.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $5.1M | 11.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $5.1M | 11.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $4.1M | 8.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $4.0M | 8.8% | |
| Vanguard Growth Index Inv Vanguard 0 | — | — | — | $2.8M | 6.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $2.5M | 5.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $2.3M | 4.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.1M | 4.6% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.3% | |
| Vanguard High Dividend Yield Index Adm Vanguard 0 | — | — | — | $1.5M | 3.2% | |
| Vanguard Interm-Term Bond Index Inv Vanguard 0 | — | — | — | $1.1M | 2.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $905K | 2.0% | |
| Vanguard International Growth Inv Vanguard 0 | — | — | — | $644K | 1.4% | |
| Vanguard Developed Mkts Index Inv Vanguard 0 | — | — | — | $609K | 1.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $595K | 1.3% | |
| Vanguard Mid-Cap Index Inv Vanguard 0 | — | — | — | $584K | 1.3% | |
| Vanguard Small-Cap Index Inv Vanguard 0 | — | — | — | $529K | 1.2% | |
| Vanguard Small-Cap Value Index Inv Vanguard 0 | — | — | — | $524K | 1.1% | |
| Vanguard Mid-Cap Growth Index Inv Vanguard 0 | — | — | — | $500K | 1.1% | |
| Vanguard Mid-Cap Value Index Inv Vanguard 0 | — | — | — | $395K | 0.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $394K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $385K | 0.8% | |
| Vanguard Small-Cap Growth Index Inv Vanguard 0 | — | — | — | $339K | 0.7% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $291K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $182K | 0.4% | |
| Vanguard Real Estate Index Inv Vanguard 0 | — | — | — | $165K | 0.4% |
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