How big is Solomon Advisory Services, LLC's plan?

Solomon Advisory Services, LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250814120325NAL0011813168001

Solomon Advisory Services, LLC

Name: Solomon Advisory Services, LLC — Solomon Advisory, Form 5500 (2024)
Creator: Solomon Advisory Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Solomon Advisory Services, LLC Cash Balance Plan & Trust

Defined-benefit pension plan · Solomon Advisory Services, LLC's Solomon Advisory Services, LLC Cash Balance Plan & Trust held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Steven Solomon signed Solomon Advisory Services, LLC's 2024 Form 5500 as plan administrator.

Steven Solomon — 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

Solomon Advisory Services, LLC's EIN is 82-3002689.

EIN 82-3002689

Plan number 002

Plan year 2024

ACK ID 20250814120325NAL0011813168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Solomon Advisory Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Solomon Advisory Services, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOLOMON ADVISORY SERVICES, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score