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Original filing (PDF)20250924165956NAL0008404784001
ISOLVED, INC.
Form 5500
FILING_RECEIVED
ISOLVED 401(K) PLAN
401(k) retirement plan
Active participants
2,075
Accounts w/ balance
2,430
Plan assets (EOY)
$108.6M
Net assets (EOY)
$108.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISOLVED, INC..
Plan sponsor
Name
ISOLVED, INC.
EIN
38-2976613
Address
11215 N. COMMUNITY HOUSE RD, · SUITE 800 · CHARLOTTE, NC · 28277
Phone
(800) 733-8839
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $114K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $30K | — |
Investments
12 direct securities · 3 pooled funds· $1.8M(2% 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.
Common Collective Trust
$868K
1 holding
Uncategorized
$868K
12 holdings
Pooled Separate Account
$88K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $868K | 0.8% | |
| MORLEY INCOME FUND III | — | — | — | $233K | 0.2% | |
| MORLEY INCOME FUND I | — | — | — | $135K | 0.1% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $121K | 0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $88K | <0.1% | |
| MORLEY INCOME FUND IV | — | — | — | $76K | <0.1% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $72K | <0.1% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $65K | <0.1% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $62K | <0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $32K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $30K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $26K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $16K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
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