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Original filing (PDF)20250912083417NAL0000792577001
SOLTESZ, INC.
Form 5500
FILING_RECEIVED
SOLTESZ, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
115
Accounts w/ balance
158
Plan assets (EOY)
$24.9M
Net assets (EOY)
$24.9M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLTESZ, INC..
Plan sponsor
Name
SOLTESZ, INC.
EIN
52-1173948
Address
2 RESEARCH PLACE · SUITE 100 · ROCKVILLE, MD · 20850
Phone
(301) 948-2750
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-12
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TOOLE KATZ & ROEMERSMA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS AND INSURANCE SERVICE | — | HOUSTON, TX | THIRD PARTY ADMIN. | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES L | 81-3968784 | — | SERVICE PROVIDER | $445 | — |
Investments
2 pooled funds· $23.9M(96% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT D VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $23.9M | 95.8% |
| PRINCIPAL US PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $2K | <0.1% |
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