Solium Capital, Llc 401(k) Plan (terminated 2019): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2019, when $12.5 million was transferred out of the plan. Assets moved to the MORGAN STANLEY 401(K) PLAN (sponsored by MORGAN STANLEY DOMESTIC HOLDINGS, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the MORGAN STANLEY 401(K) PLAN →

Solium Capital, Llc 401(k) Plan Facts (plan year 2019)

Plan name
SOLIUM CAPITAL, LLC, 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOLIUM CAPITAL, LLC
Participants
219
Former employees with a balance
0
Employer contributions
$632,427 in plan year 2019 (33% of all contributions)
Recordkeeper
Jpmorgan Invest Holdings Llc
Plan year
Jan 1, 2019 – Dec 31, 2019
Plan established
Jan 1, 2002
✓ 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 2019 (Jan 1, 2019 – Dec 31, 2019), filed Jun 30, 2020. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2019

  • $1.93 million went into the plan in contributions, $632,427 of it from the employer (33%).
  • $785,727 was paid out to participants.
  • Investment and other income added $2.08 million.

How the Solium Capital, Llc 401(k) changed, 2014–2019

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2014162$5.05 million$329,887$398,210
2015178$5.79 million$424,795$334,076
2016196$6.93 million$378,817$486,889
2017193$8.87 million$335,998$707,932
2018198$9.31 million$439,306$578,554
2019 (final)219$0$632,427$785,727

Solium Capital, Llc 401(k) Contact Information

Phone
877-380-7793
Mailing address
222 SOUTH MILL AVENUE SUITE 424, TEMPE AZ 85281
Plan sponsor
SOLIUM CAPITAL, LLC
Employer identification number (EIN)
38-3630928
Plan number
001

Questions about the Solium Capital, Llc 401(k)

Is the Solium Capital, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2019. Its assets were transferred to the MORGAN STANLEY 401(K) PLAN.

Does Solium Capital, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2019 the employer contributed $632,427, 33% of all contributions.

Does the Solium Capital, Llc 401(k) have automatic enrollment?

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

How many people are in the Solium Capital, Llc 401(k) plan?

219 participants at the start of plan year 2019.

Who manages the Solium Capital, Llc 401(k) accounts?

J.P. Morgan Retirement Link (listed on the filing as JPMORGAN INVEST HOLDINGS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

Related Companies
Headquarter: 940 CALLE NEGOCIO SUITE 250, SAN CLEMENTE, CA, 92673
Headquarter: 500 HOGSBACK ROAD, MASON, MI, 48854
Headquarter: 1700 K ST NW, WASHINGTON, DC, 20006
Headquarter: 814 PITTSBURGH MCKEESPORT BLVD., WEST MIFFLIN, PA, 151220079
Headquarter: 5885 MEADOWS ROAD SUITE 620, LAKE OSWEGO, OR, 97035