Solstice Consulting, Llc 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024, when $54.6 million was transferred out of the plan. Assets moved to the JAMES E. MCGOVERN, INC. 401(K) PLAN (sponsored by JAMES E. MCGOVERN, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Solstice Consulting, Llc 401(k) Plan Facts (plan year 2024)

Plan name
KIN AND CARTA 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOLSTICE CONSULTING, LLC DBA KIN AND CARTA
Participants
885
Former employees with a balance
0
Plan assets
$54,644,185 at Dec 31, 2024
Employer contributions
$2,465,549 in plan year 2024 (27% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 2007
✓ 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 30, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.22 million went into the plan in contributions, $2.47 million of it from the employer (27%).
  • $9.13 million was paid out to participants.
  • Investment and other income added $6.74 million.

How the Solstice Consulting, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019464$20.5 million$1.44 million$766,679
2020534$28.0 million$1.50 million$2.11 million
2021531$36.5 million$2.11 million$5.16 million
2022886$35.4 million$2.75 million$3.21 million
2023967$48.1 million$2.81 million$7.01 million
2024 (final)885$54.6 million$2.47 million$9.13 million

Solstice Consulting, Llc 401(k) Contact Information

Phone
312-256-6010
Mailing address
111 NORTH CANAL STREET SUITE 350, CHICAGO IL 60606
Plan sponsor
SOLSTICE CONSULTING, LLC DBA KIN AND CARTA
Plan administrator
MERCER INVESTMENTS, LLC
Employer identification number (EIN)
36-4481735
Plan number
001

Questions about the Solstice Consulting, Llc 401(k)

Is the Solstice Consulting, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the JAMES E. MCGOVERN, INC. 401(K) PLAN.

Does Solstice Consulting, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.47 million, 27% of all contributions.

Does the Solstice Consulting, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Solstice Consulting, Llc 401(k) plan?

885 participants at the start of plan year 2024.

Who manages the Solstice Consulting, Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

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