Kolby Daniel signed Software Solutions Integrated, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Software Solutions Integrated, LLC's EIN is 37-1366714.
Download the official 2024 Form 5500 (PDF) for Software Solutions Integrated, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Software Solutions Integrated, 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 |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $690 | — |
| CAPITOL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $675 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT PLANNERS INC |
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.
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| — |
| DECATUR, IL |
| INVESTMENT ADVISOR |
| $43K |
| — |