Soleo Health Holdings 401(k) match, vesting and fees
What Soleo Health Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Soleo Health Holdings: employer contribution per participant | $2,034 | |
| Peer median | $1,023 |
| Soleo Health Holdings: average balance | $41,805 | |
| Peer median | $43,395 |
| Soleo Health Holdings: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $20.4M at the end of plan year 2021 to $42M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,170 | $42M | $2M | $2,034 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 1,106 | $32.3M | $1.9M | $2,069 | 0.51% | Not published | Form 5500 ↗ |
| 2022 | 1,100 | $22.4M | $1.7M | $2,142 | 0.47% | Not published | Form 5500 ↗ |
| 2021 | 839 | $20.4M | $3,671 | $8 | 0.49% | Not published | Form 5500 ↗ |
Common questions
Does Soleo Health Holdings match 401(k) contributions?
The match terms for the Soleo Health Holdings, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2M in employer contributions, about $2,034 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Soleo Health Holdings 401(k) match vested?
The vesting schedule for the Soleo Health Holdings, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Soleo Health Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Soleo Health Holdings, Inc..
I left Soleo Health Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Soleo Health Holdings, Inc., (610) 616-2056) or the recordkeeper, Fidelity Investments Institutional. The Soleo Health Holdings old 401(k) page lists the contacts from every plan filing. Find an old Soleo Health Holdings 401(k)
Data from the public Form 5500 annual reports Soleo Health Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Soleo Health Holdings. Not financial advice. Report a correction · Methodology