How big is Soltesz, Inc.'s plan?

Soltesz, Inc.'s plan reported $24.9M in assets and 115 participants for 2023.

Original filing (PDF)20250912083417NAL0000792577001

Soltesz, Inc.

Name: Soltesz, Inc. — Soltesz, Inc. Profit Sharing Plan, Form 5500 (2023)
Creator: Soltesz, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Soltesz, Inc. Profit Sharing Plan

401(k) retirement plan · Soltesz, Inc.'s Soltesz, Inc. Profit Sharing Plan held $24.9M in plan assets for 115 participants in 2023.

Signals · 2

High average account balanceNo recordkeeper disclosed

Active participants

115

Accounts w/ balance

158

Plan assets (EOY)

$24.9M

Net assets (EOY)

$24.9M

People on this filing

Vince Parker signed Soltesz, Inc.'s 2023 Form 5500 as plan administrator.

Vince Parker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Soltesz, Inc.'s EIN is 52-1173948.

EIN 52-1173948

Plan number 001

Plan year 2023

ACK ID 20250912083417NAL0000792577001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Soltesz, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Soltesz, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

2 pooled trusts

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (92nd percentile).

Plan sponsor

Name

SOLTESZ, INC.

EIN

all filings

Address

2 RESEARCH PLACE · SUITE 100 · ROCKVILLE, MD · 20850

Phone

(301) 948-2750

Industry

Engineering Services· Professional & Technical Services

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)

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES L	81-3968784	—	SERVICE PROVIDER	$445	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ BENEFITS AND INSURANCE SERVICE	—	HOUSTON, TX	THIRD PARTY ADMIN.	$0	—

Investments

33 direct securities · 2 pooled funds· $48.8M(100% 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.

Pooled Separate Account

$23.9M

2 holdings

Pooled Separate Accounts

$23.9M

31 holdings

Stable Value

$960K

1 holding

Participant loans

$74K

1 holding

					% of plan
SEPARATE ACCOUNT D VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$23.9M	95.8%
Fidelity Freedom Index 2025 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$3.6M	14.4%
Fidelity 500 Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$3.5M	14.2%
AB Large Cap Growth Fund Z Pooled Separate Account	Pooled Separate Accounts	—	—	$2.8M	11.3%
Fidelity Freedom Index 2030 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$1.9M	7.8%
Fidelity Freedom Index 2040 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$1.2M	4.9%
Vanguard Equity Income fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$1.1M	4.3%
JPMorgan Mid Cap Growth Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$999K	4.0%
similar party Description of investment value * Voya Fixed Account (4450) Guaranteed Investment Contract	Stable Value	—	—	$960K	3.9%
Fidelity Freedom Index 2050 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$930K	3.7%
Western Asst Core Plus Bond Fund IS Pooled Separate Account	Pooled Separate Accounts	—	—	$916K	3.7%
AB Small Cap Growth Prt Z Pooled Separate Account	Pooled Separate Accounts	—	—	$873K	3.5%
T. Rowe Price Overseas Stock Fund I Pooled Separate Account	Pooled Separate Accounts	—	—	$721K	2.9%
Fidelity Freedom Index 2035 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$701K	2.8%
Fidelity Small-Cap Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$675K	2.7%
Fidelity Freedom Index 2045 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$621K	2.5%
MFS Mid Cap Value Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$558K	2.2%
Vanguard International Grwth Pooled Separate Account	Pooled Separate Accounts	—	—	$493K	2.0%
Fidelity Mid-Cap Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$467K	1.9%
Fidelity Freedom Index 2060 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$327K	1.3%
Fidelity Freedom Index 2020 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$278K	1.1%
Fidelity Adv Government Income Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$232K	0.9%
Fidelity Freedom Index 2055 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$230K	0.9%
American Funds Am Balanced R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$207K	0.8%
Fidelity Freedom Index 2065 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$107K	0.4%
Cohen & Steers Real Estate Secs Fd Z Pooled Separate Account	Pooled Separate Accounts	—	—	$93K	0.4%
Fidelity Freedom Index Inc Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$92K	0.4%
Fidelity Freedom Index 2015 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$81K	0.3%
Participant Loans Interest rate of 8.0 - 10.5 percent	Participant loans	—	—	$74K	0.3%
Voya Money Market Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$50K	0.2%
PIMCO Income Fund Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$45K	0.2%
American Funds New World R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
DFA U.S. Targeted Value Port Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Fidelity Freedom Index 2010 Fd InstP Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
PRINCIPAL US PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027	Pooled Separate Account	—	—	$2K	<0.1%