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

Solutions Advisors 401(k) Plan Facts

Plan name
SOLUTIONS ADVISORS 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
RETIRING BY DESIGN
Participants
899 (161 active employees)
Former employees with a balance
119
Plan assets
$2,784,261 at Dec 31, 2022
Average account balance
$16,573 across 168 accounts
Employer contributions
$224,673 in plan year 2022 (20% of all contributions)
Recordkeeper
Minnesota Life Insurance Company
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Jan 1, 2019
✓ 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 2022 (Jan 1, 2022 – Dec 31, 2022), filed Apr 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $1.13 million went into the plan in contributions, $224,673 of it from the employer (20%).
  • $290,766 was paid out to participants.
  • Administrative expenses were $18,328, about $109 per account.

How the Solutions Advisors 401(k) changed, 2019–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019424$460,614$69,603$0
20201,141$1.27 million$55,953$114,519
2021889$2.36 million$242,994$183,472
2022899$2.78 million$224,673$290,766

Solutions Advisors 401(k) Contact Information

Phone
727-220-4442
Mailing address
12425 28TH STREET N SUITE 100, ST. PETERSBURG FL 33716
Plan sponsor
RETIRING BY DESIGN
Employer identification number (EIN)
45-4190056
Plan number
001

Questions about the Solutions Advisors 401(k)

Does Solutions Advisors contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $224,673, 20% of all contributions.

Does the Solutions Advisors 401(k) have automatic enrollment?

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

How many people are in the Solutions Advisors 401(k) plan?

899 participants at the start of plan year 2022, 161 of them active employees, and 119 former employees who still had money in the plan.

What is the average 401(k) balance at Solutions Advisors?

About $16,573 per account: $2.78 million in plan assets across 168 accounts with a balance at the end of plan year 2022.

Who manages the Solutions Advisors 401(k) accounts?

The Standard (listed on the filing as MINNESOTA LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with The Standard 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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