How big is Solterra Strategies Inc.'s plan?

Solterra Strategies Inc.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250625124245NAL0018903506001

Solterra Strategies Inc.

Name: Solterra Strategies Inc. — Solterra Strategies, Form 5500 (2024)
Creator: Solterra Strategies Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Solterra Strategies 401(k) Plan

401(k) retirement plan · Solterra Strategies Inc.'s Solterra Strategies 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Stacie Jacob signed Solterra Strategies Inc.'s 2024 Form 5500 as plan administrator.

Stacie Jacob — 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

Solterra Strategies Inc.'s EIN is 81-4926549.

EIN 81-4926549

Plan number 001

Plan year 2024

ACK ID 20250625124245NAL0018903506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Solterra Strategies Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Solterra Strategies Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOLTERRA STRATEGIES INC..

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SOLTERRA STRATEGIES INC.

EIN

all filings

Address

P.O. BOX 3060 · PASO ROBLES, CA · 93447

Phone

(805) 286-6874

Industry

Professional & Technical Services

Plan administrator