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SOLSTICE MARKETING CONCEPTS, LLC — SOLSTICE MARKETING CONCEPTS, LLC 401(K) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240624160430NAL0006685649001
SOLSTICE MARKETING CONCEPTS, LLC
Form 5500-SF
FILING_RECEIVED
SOLSTICE MARKETING CONCEPTS, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
122
Accounts w/ balance
47
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOLSTICE MARKETING CONCEPTS, LLC
.
Find decision makers
Plan sponsor
Name
SOLSTICE MARKETING CONCEPTS, LLC
EIN
51-0414579
Address
265 EAST MERRICK ROAD, SUITE 208 VA · NEW YORK, NY · 11580
Phone
(862) 345-0669
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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
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65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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