SOLTIS INVESTMETN ADVISORS

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

1,008

Total plan assets

$35.6M

Filings (rows)

Direct comp

$47K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Top plans served

All 1 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
MOMENTA, INC. SOLTIS EZ 401(K) POOLED EMPLOYER PLAN	SANTA CLARA, CA	Advisor / Consultant 3(16) ADMIN, ADVISOR	1,008	$35.6M	$47K