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Original filing (PDF)20251013114735NAL0000553043001
SOLUTIONREACH, INC.
Form 5500
FILING_RECEIVED
SOLUTIONREACH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
197
Accounts w/ balance
373
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 86% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLUTIONREACH, INC..
Plan sponsor
Name
SOLUTIONREACH, INC.
EIN
87-0649593
Address
2600 N ASHTON BLVD · LEHI, UT · 84043
Phone
(866) 605-6867
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TRAVELLER & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $58K | — |
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | NONE | $34K | — |
| CHARLES SCHWAB | 42-1558009 | — | NONE | $0 | — |
Investments
30 direct securities · 3 pooled funds· $29.4M(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.
Uncategorized
$16.7M
30 holdings
Common Collective Trust
$12.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN/SEI INVESTMENT TRUST NUVEEN/SEI INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $11.7M | 68.4% | |
| Nuveen TIAA LifecycIdx55 CIT J Com/Col trust N/A | — | — | — | $2.7M | 15.6% | |
| Nuveen TIAA LifecycIdx50 CIT J Com/Col trust N/A | — | — | — | $2.3M | 13.3% | |
| Fidelity 500 Index Mutual funds N/A | — | — | — | $2.0M | 12.0% | |
| Nuveen TIAA LifecycIdx45 CIT J Com/Col trust N/A | — | — | — | $1.7M | 10.0% | |
| Nuveen TIAA LifecycIdx40 CIT J Com/Col trust N/A | — | — | — | $1.6M | 9.3% | |
| Nuveen TIAA LifecycIdx60 CIT J Com/Col trust N/A | — | — | — | $1.0M | 6.0% | |
| Nuveen TIAA LifecycIdx25 CIT J Com/Col trust N/A | — | — | — | $779K | 4.6% | |
| BlackRock Russ1k Gro Idx CIT R Com/Col trust N/A | — | — | — | $691K | 4.1% | |
| BLACKROCK RUSSEL 1000 GROWTH INDEX GREAT GRAY TRUST COMPANY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $691K | 4.1% | |
| Nuveen TIAA LifecycIdx35 CIT J Com/Col trust N/A | — | — | — | $613K | 3.6% | |
| Vanguard Tot Int Stk Idx Adm Mutual funds N/A | — | — | — | $560K | 3.3% | |
| Nuveen TIAA LifecycIdx30 CIT J Com/Col trust N/A | — | — | — | $517K | 3.0% | |
| Vanguard Small Cap Index Adm Mutual funds N/A | — | — | — | $367K | 2.2% | |
| LARGE CAP VALUE FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $339K | 2.0% | |
| JHancock Investment Gr Bd R6 Mutual funds N/A | — | — | — | $310K | 1.8% | |
| Nuveen TIAA LifecycIdx65 CIT J Com/Col trust N/A | — | — | — | $283K | 1.7% | |
| Carillon Eagle MC Growth R6 Mutual funds N/A | — | — | — | $276K | 1.6% | |
| Insurance Company Standard Stable Asset A Contract N/A | — | — | — | $268K | 1.6% | |
| Various maturity dates and interest rates of * Notes receivable from participants 3.25% to 8.50% $ 0 | — | — | — | $107K | 0.6% | |
| Nuveen TIAA LifecycIdx20 CIT J Com/Col trust N/A | — | — | — | $99K | 0.6% | |
| Victory Sycamore Est Val R6 Mutual funds N/A | — | — | — | $85K | 0.5% | |
| Janus Henderson Triton N Mutual funds N/A | — | — | — | $79K | 0.5% | |
| Nuveen TIAA LifecycIdx10 CIT J Com/Col trust N/A | — | — | — | $78K | 0.5% | |
| Nuveen TIAA LifecycIdx15 CIT J Com/Col trust N/A | — | — | — | $62K | 0.4% | |
| PIMCO Income Instl Mutual funds N/A | — | — | — | $60K | 0.3% | |
| Vanguard Mid Cap Index Adm Mutual funds N/A | — | — | — | $57K | 0.3% | |
| Vanguard Real Estat Idx Adm Mutual funds N/A | — | — | — | $57K | 0.3% | |
| T.Rowe Price Intl Discovery I Mutual funds N/A | — | — | — | $38K | 0.2% | |
| Vanguard Inflat Prot Sec Adm Mutual funds N/A | — | — | — | $31K | 0.2% | |
| Fidelity Emerging MktsIndex Mutual funds N/A | — | — | — | $15K | <0.1% | |
| PIMCO Int Bd USD Hdg Inst Mutual funds N/A | — | — | — | $7K | <0.1% | |
| Allspring Specl SmCap Val R6 Mutual funds N/A | — | — | — | $2K | <0.1% |