Original filing (PDF)20251004120532NAL0001197779001

SOLON INVESTMENT SERVICES, INC.

Name: SOLON INVESTMENT SERVICES, INC. — SIS SH 401(K) PLAN, Form 5500 (2024)
Creator: SOLON INVESTMENT SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

SIS SH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 SOLON INVESTMENT SERVICES, INC..

Plan sponsor

Name

SOLON INVESTMENT SERVICES, INC.

EIN

45-2813987

Address

33505 SOLON ROAD · SOLON, OH · 44139

Phone

(440) 248-0700

Industry

Finance & Insurancesee 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

2025-10-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

UNIGESTION US LTD.

UNIGESTION US LTD. 401K PLAN

$3.0M · 7 participants

LONGBRIDGE WEALTH MANAGEMENT

$3.0M · 9 participants

AUGUSTINE FINANCIAL, LLC

AUGUSTINE FINANCIAL LLC 401(K) PLAN

$3.0M · 10 participants

RIVER VALLEY WEALTH MANAGEMENT, INC.

RIVER VALLEY WEALTH MANAGEMENT, INC. 401(K) PLAN

$3.0M · 5 participants

SAYLOR & CARGILE, LLC

SAYLOR & CARGILE LLC 401(K) PROFIT SHARING PLAN

$3.0M · 13 participants