Soltis Investment ADV

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

788

Total plan assets

$37.6M

Filings (rows)

Direct comp

$39K

Indirect comp

$72K

Showing only "SOLTIS INVESTMENT ADV"

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SOLTIS INVESTMENT ADVISORS133 SOLTIS INVESTMENT ADV2 SOLTIS INVESTMENT2

SERVICES PROVIDED

Other service providers1

TPA / Administrator1

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Central Valley Medical Center Central Valley Medical Center 403(b) Retirement Plan · all filings	NEPHI, UT	Other service providers	400	$20.3M	$21K	$72K
Central Valley Medical Center Central Valley Medical Center 403(b) Retirement Plan · all filings	NEPHI, UT	TPA / Administrator	388	$17.3M	$19K	$0