Teresa Roman signed Soliant Health, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Soliant Health, LLC's EIN is 58-1970270.
Download the official 2024 Form 5500 (PDF) for Soliant Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Soliant Health, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $186K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Frdm Idx 2055 Inv Pre | Common Collective Trusts | — | — | $6.3M | 14.3% | |
| Fidelity Frdm Idx 2050 Inv Pre | Common Collective Trusts | — | — | $5.0M | 11.2% | |
| Fidelity Frdm Idx 2060 Inv Pre | Common Collective Trusts | — | — | $4.1M | 9.3% | |
| Fidelity Frdm Idx 2045 Inv Pre | Common Collective Trusts | — | — | $3.9M | 8.9% | |
| Fidelity Frdm Idx 2035 Inv Pre | Common Collective Trusts | — | — | $3.0M | 6.9% | |
| Fidelity Frdm Idx 2030 Inv Pre | Common Collective Trusts | — | — | $2.8M | 6.3% | |
| Fidelity Frdm Idx 2040 Inv Pre | Common Collective Trusts | — | — | $2.4M | 5.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.4M | 5.5% | |
| Fidelity Frdm Idx 2065 Inv Pre | Common Collective Trusts | — | — | $2.2M | 4.9% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $1.7M | 3.8% | |
| Fidelity Frdm Idx 2025 Inv Pre | Common Collective Trusts | — | — | $1.7M | 3.7% | |
| Fidelity Contrafund | Mutual Funds | — | — | $913K | 2.1% | |
| Participant loans Interest rates ranging from 5.25% to 10.50% 0 | Bonds / Notes | — | — | $856K | 1.9% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $649K | 1.5% | |
| Putnam Small Cap Growth Fund | Mutual Funds | — | — | $518K | 1.2% | |
| Vanguard Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | — | $513K | 1.2% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $486K | 1.1% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | — | $412K | 0.9% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | — | $385K | 0.9% | |
| Victory Sycamore Est Val R6 Fd | Other securities | — | — | $292K | 0.7% | |
| Fidelity Sm Cp Index Fund | Common Collective Trusts | — | — | $270K | 0.6% | |
| Fidelity Frdm Idx Inc Inv Prem | Common Collective Trusts | — | — | $261K | 0.6% | |
| PGIM High Yield R6 Fund | Other securities | — | — | $247K | 0.6% | |
| American Funds Bal R6 Fd | Mutual Funds | — | — | $242K | 0.5% | |
| Fidelity Frdm Idx 2020 Inv Pre | Common Collective Trusts | — | — | $232K | 0.5% | |
| JP Morgan Emerg Cap Gr R6 Fd | Other securities | — | — | $220K | 0.5% | |
| Principal Guaranteed Option | Other securities | — | — | $175K | 0.4% | |
| Baird Core Pulse Bond I Fund | Other securities | — | — | $145K | 0.3% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $145K | 0.3% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | — | $135K | 0.3% | |
| (E) | Other securities | — | — | $24K | <0.1% | |
| Fidelity Frdm Idx 2010 Inv Pre | Common Collective Trusts | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
