Soltis Investment

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

1,130

Total plan assets

$86.9M

Filings (rows)

Direct comp

$41K

Indirect comp

$31K

Showing only "SOLTIS INVESTMENT"

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SOLTIS INVESTMENT ADVISORS127 SOLTIS INVESTMENT ADV2 SOLTIS INVESTMENT2

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Fred A. Moreton & Company Moreton Companies Profit Sharing Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	232	$62.9M	$20K	$0
MLSC Holding Co. Inc. MLSC Holding Co., Inc. Employees' Retirement Plan · all filings	OREM, UT	Advisor / Consultant	898	$24.0M	$21K	$31K