Soleo Health Holdings, Inc. 401(k) Plan: Login, Facts & Contact Information

Soleo Health Holdings, Inc. 401(k) Plan Facts

Plan name
SOLEO HEALTH HOLDINGS, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOLEO HEALTH HOLDINGS, INC.
Participants
1,106 (1,017 active employees)
Former employees with a balance
153
Plan assets
$41,972,535 at Dec 31, 2024
Average account balance
$41,805 across 1,004 accounts
Employer contributions
$2,042,067 in plan year 2024 (22% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2001
✓ 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 Sep 25, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.43 million went into the plan in contributions, $2.04 million of it from the employer (22%).
  • $4.33 million was paid out to participants.
  • Investment and other income added $4.69 million.
  • Administrative expenses were $136,200, about $136 per account.

How the Soleo Health Holdings, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019519$8.97 million$291$657,209
2020607$14.1 million$493$750,014
2021740$20.4 million$3,671$1.02 million
2022839$22.4 million$1.68 million$1.60 million
20231,100$32.3 million$1.93 million$2.33 million
20241,106$42.0 million$2.04 million$4.33 million

Soleo Health Holdings, Inc. 401(k) Contact Information

Phone
610-616-2056
Mailing address
2801 NETWORK BLVD SUITE 505, FRISCO TX 75034
Plan sponsor
SOLEO HEALTH HOLDINGS, INC.
Employer identification number (EIN)
11-2962027
Plan number
001

Questions about the Soleo Health Holdings, Inc. 401(k)

Does Soleo Health Holdings, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.04 million, 22% of all contributions.

Does the Soleo Health Holdings, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Soleo Health Holdings, Inc 401(k) plan?

1,106 participants at the start of plan year 2024, 1,017 of them active employees, and 153 former employees who still had money in the plan.

What is the average 401(k) balance at Soleo Health Holdings, Inc?

About $41,805 per account: $42.0 million in plan assets across 1,004 accounts with a balance at the end of plan year 2024.

Who manages the Soleo Health Holdings, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Soleo Health Holdings, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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.

Related Companies
Headquarter: 2475 PINNACLE DRIVE, WILMINGTON, DE, 19803
Headquarter: 1301 SOLANA BLVD BUILDING #2, SUITE 2100, WESTLAKE, TX, 76262
Headquarter: 340 WEST 10TH STREET, INDIANAPOLIS, IN, 46202
Headquarter: 531 SOUTH SPRING STREET, BURLINGTON, NC, 27215
Headquarter: ONE PARKWAY SOUTH P.O. BOX 19001, GREENVILLE, SC, 296029001