Aquity Solutions, Llc 401(k) Plan: Login, Facts & Contact Information

Aquity Solutions, Llc 401(k) Plan Facts

Plan name
AQUITY SOLUTIONS, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
AQUITY SOLUTIONS, LLC
Participants
2,295 (1,248 active employees)
Former employees with a balance
570
Plan assets
$59,680,606 at Dec 31, 2024
Average account balance
$51,360 across 1,162 accounts
Recordkeeper
Merrill Lynch, Pierce, Fenner And S
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 1, 1979
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.61 million went into the plan in contributions.
  • $9.29 million was paid out to participants.
  • Investment and other income added $7.97 million.
  • Administrative expenses were $364,415, about $314 per account.

How the Aquity Solutions, Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,763$61.1 million$1.27 million$29.5 million
20203,445$61.3 million$1.03 million$11.4 million
20212,961$67.1 million$1.26 million$8.13 million
20222,918$52.1 million$1.34 million$8.55 million
20232,837$58.7 million$0$6.90 million
20242,295$59.7 million$0$9.29 million

Aquity Solutions, Llc 401(k) Contact Information

Phone
615-798-3590
Mailing address
555 FAYETTEVILLE STREET SUITE 300, RALEIGH NC 27601
Plan sponsor
AQUITY SOLUTIONS, LLC
Employer identification number (EIN)
83-2898085
Plan number
002

Questions about the Aquity Solutions, Llc 401(k)

Does Aquity Solutions, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Aquity Solutions, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Aquity Solutions, Llc 401(k) plan?

2,295 participants at the start of plan year 2024, 1,248 of them active employees, and 570 former employees who still had money in the plan.

What is the average 401(k) balance at Aquity Solutions, Llc?

About $51,360 per account: $59.7 million in plan assets across 1,162 accounts with a balance at the end of plan year 2024.

Who manages the Aquity Solutions, Llc 401(k) accounts?

Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE, FENNER AND S) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Aquity Solutions, Llc. How do I access my 401(k)?

Your account stays with Merrill Benefits OnLine after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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