Original filing (PDF)20250929084901NAL0004921635001

SOLUTIONS SHARED SERVICES INC.

Name: SOLUTIONS SHARED SERVICES INC. — SOLUTIONS SHARED SERVICES INC. 401K PLAN, Form 5500 (2024)
Creator: SOLUTIONS SHARED SERVICES INC.

Form 5500

FILING_RECEIVED

SOLUTIONS SHARED SERVICES INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

210

Plan assets (EOY)

$21.7M

Net assets (EOY)

$21.7M

How this plan invests

This plan

42 securities

funds · stocks · CUSIPs

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

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

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

48 bps in Schedule C fees — 66% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLUTIONS SHARED SERVICES INC..

Plan sponsor

Name

SOLUTIONS SHARED SERVICES INC.

EIN

81-3486598

Address

19026 RIDGEWOOD PKWY · SUITE 210 · SAN ANTONIO, TX · 78259

Phone

(210) 495-5577

Industry

Admin Support & Waste Mgmtsee 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

2025-09-29

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)

3H · Sponsor in controlled / affiliated group

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

CJ CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$104K	—

Investments

42 direct securities· $21.7M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Yourpath American Century State Street Global Advisors 2035 Moderate	—	—	—	$2.8M	12.8%
Yourpath American Century State Street Global Advisors 2050 Moderate	—	—	—	$2.6M	11.9%
Vanguard 500 Index Admiral Class	—	—	—	$2.2M	10.0%
Yourpath American Century State Street Global Advisors 2025 Moderate	—	—	—	$1.7M	8.1%
Yourpath American Century State Street Global Advisors 2030 Moderate	—	—	—	$1.7M	8.0%
Yourpath American Century State Street Global Advisors 2055 Moderate	—	—	—	$1.7M	7.8%
Yourpath American Century State Street Global Advisors 2045 Moderate	—	—	—	$1.7M	7.8%
Lincoln Stable Value Account -Lngpa	—	—	—	$1.5M	6.7%
Yourpath American Century State Street Global Advisors 2020 Moderate	—	—	—	$1.2M	5.5%
Yourpath American Century State Street Global Advisors 2040 Moderate	—	—	—	$934K	4.3%
American Funds American Balanced Class R6	—	—	—	$655K	3.0%
Yourpath American Century State Street Global Advisors 2050 Grow th	—	—	—	$487K	2.2%
Yourpath American Century State Street Global Advisors 2030 Grow th	—	—	—	$413K	1.9%
Yourpath American Century State Street Global Advisors 2035 Grow th	—	—	—	$411K	1.9%
Yourpath American Century State Street Global Advisors 2060 Moderate	—	—	—	$399K	1.8%
Mfs Grow th Class R6	—	—	—	$397K	1.8%
Yourpath American Century State Street Global Advisors 2060 Grow th	—	—	—	$286K	1.3%
Invesco Diversified Dividend Class R6	—	—	—	$241K	1.1%
Mfs Mid Cap Grow th Class R6	—	—	—	$241K	1.1%
Vanguard Selected Value Investor Shares	—	—	—	$173K	0.8%
Notes Receivable from Participants	—	—	—	$160K	0.7%
Schw ab Self Directed Brokerage Account	—	—	—	$140K	0.6%
Mfs Massachusetts Investors Trust Class R6	—	—	—	$133K	0.6%
Vanguard International Value Investor Shares	—	—	—	$125K	0.6%
Yourpath American Century State Street Global Advisors 2015 Moderate	—	—	—	$119K	0.6%
Dfa Us Small Cap Value Institutional Class	—	—	—	$114K	0.5%
Pgim Jennison Small Company Class R6	—	—	—	$93K	0.4%
American Funds Capital World Grow th And Income Class R6	—	—	—	$89K	0.4%
Vanguard Inflation Protected Securities Admiral Shares	—	—	—	$70K	0.3%
Invesco Oppenheimer International Grow th Class R6	—	—	—	$65K	0.3%
Federated Government Ultrashort Duration Class R6	—	—	—	$49K	0.2%
Pimco Commodityrealreturn Strategy Institutional Class	—	—	—	$43K	0.2%
Vanguard Emerging Markets Stock Index Admiral Shares	—	—	—	$40K	0.2%
Baird Aggregate Bond Class Institutional	—	—	—	$39K	0.2%
Vanguard Real Estate Index Admiral Shares	—	—	—	$34K	0.2%
American Funds International Grow th And Income Class R6	—	—	—	$28K	0.1%
Pimco Income Institutional Class	—	—	—	$24K	0.1%
Yourpath American Century State Street Global Advisors 2010 Moderate	—	—	—	$18K	<0.1%
Yourpath American Century State Street Global Advisors 2065 Moderate	—	—	—	$15K	<0.1%
Yourpath American Century State Street Global Advisors 2055 Grow th	—	—	—	$11K	<0.1%
Eaton Vance Income Of Boston Class R6	—	—	—	$5K	<0.1%
Less: Stable value allocation	—	—	—	-$1.4M	<0.1%