Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Soltis Investment Advisors LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 39 retirement plans with 100 or more participants reported paying Soltis Investment Advisors LLC $5,000 or more. Those plans cover 90,780 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.9M. Per plan, the median was $48.62 per participant, with the middle half of plans between $19.42 and $88.68. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Utah (28), California (2) and Nevada (2).
In 2014 it appeared on 6 such filings; in 2024, 38. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $19.42 | $48.62 | $88.68 |
| Compensation as a share of plan net assets | 0.06% | 0.13% | 0.24% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Skywest, Inc. Employees' Retirement Plan | Skywest, Inc. | UT | 18,854 | $1.42B | $9,503 |
| C. R. England, Inc. Profit Sharing | C.R. England, Inc. | UT | 8,296 | $121M | $35K |
| Texo Members 401(k) Plan | Texo Abc-Agc, Inc. | TX | 7,018 | $117M | $98K |
| Harmon City, Inc. 401(k) Retirement Savings Plan | Harmon City, Inc. | UT | 6,501 | $97.8M | $110K |
| 401(k) Simplified Flexible | Advisortrust, Inc. | SD | 5,743 | $159M | $400K |
| NCLC 401(k) Plan | NCL Bahamas Ltd. | FL | 5,621 | $330M | $112K |
| Clyde Companies, Inc. 401(k) Retirement Plan | Clyde Companies, Inc. | UT | 5,100 | $326M | $394K |
| Merit Medical Systems, Inc. 401(k) Profit Sharing Plan | Merit Medical Systems, Inc. | UT | 3,834 | $217M | $139K |
| Associated Food Stores, Inc. 401(k) Plan and Trust | Afs Holdings, Inc. | UT | 3,513 | $208M | $57K |
| Volare Health LLC 401(k) Plan | Volare Health LLC | KY | 3,056 | $11.3M | $55K |
| 1 Source Business Solutions 401(k) Plan | 1 Source Business Solutions, LLC | UT | 2,882 | $41.5M | $17K |
| Avalon Health Care, Inc. 401(k) Plan | Avalon Health Care, Inc. | UT | 2,715 | $29.5M | $113K |
| Colorado Permanente Medical Group, P.C. 401(k) Plan | Colorado Permanente Medical Group, P.C. | CO | 1,736 | $1.00B | $13K |
| Ultradent Products, Inc. 401(k) Plan | Ultradent Products, Inc. | UT | 1,669 | $110M | $193K |
| Payday Benefits Retirement Plan | Payday Benefits, LLC | UT | 1,441 | $6.9M | $42K |
| Mountain Land Rehabilitation 401(k) Plan | Mountain Land Rehabilitation, LLC | UT | 1,229 | $17.2M | $35K |
| Challenger School 401(k) Retirement Plan | Challenger School Foundation | UT | 1,176 | $66.8M | $39K |
| MLSC Holding Co., Inc. Employees' Retirement Plan | MLSC Holding Co. Inc. | UT | 1,105 | $43.2M | $100K |
| Anthony Wade, Inc. DBA Stephen Wade Auto Center 401(k) Plan | Anthony Wade, Inc. DBA Stephen Wade Auto Center | UT | 993 | $21.5M | $86K |
| Nature's Way 401(k) Plan | Schwabe North America | WI | 936 | $109M | $54K |
| SNFC Mortgage Company 401(k) Plan | Securtiy National Financial Corporation | UT | 679 | $33.4M | $37K |
| Best Best & Krieger LLP Profit-Sharing & Employee Savings Plan | Best Best & Krieger LLP | CA | 617 | $79.7M | $30K |
| Waterford Institute, Inc. Defined Contribution Ret | Waterford Institute, Inc. | UT | 548 | $29.8M | $10K |
| Balance of Nature MEP | Evig, LLC | UT | 494 | $3.2M | $4,291 |
| Central Valley Medical Center 403(b) Retirement Plan | Central Valley Medical Center | UT | 478 | $20.3M | $92K |
| 2nd Adventure Payroll Services 401(k) Plan | 2nd Adventure Payroll Services, LLC | IA | 472 | $24.1M | $49K |
| SNF Corporation Tax-Favored Retirement Savings Plan | Security National Financial Corporation | UT | 469 | $37.2M | $41K |
| Dhi Computing Service, Inc. 401(k) Profit Sharing Plan | Dhi Computing Services, Inc. | UT | 428 | $46.6M | $133K |
| Vasion, Inc. 401(k) Plan | Vasion, Inc. | UT | 373 | $16.4M | $66K |
| Ram Manufacturing Company, Inc. 401(k) Plan | Ram Manufacturing Company, Inc. d/b/a Ram Aviation Space and Defense | UT | 372 | $11.5M | $47K |
| Christopherson Andavo LP 401(k) Plan | Christopherson Andavo Travel, LP | UT | 332 | $19.5M | $19K |
| Moreton Companies Profit Sharing Plan | Fred a. Moreton & Company | UT | 324 | $66.5M | $129K |
| Medical Priority Consultants 401(k) Plan | Medical Priority Consultants, Inc. | UT | 302 | $28.7M | $58K |
| Canopy Tax 401(k) Plan | Canopy Tax, Inc. | UT | 298 | $6.0M | $6,561 |
| 403(b) Thrift Plan of Mountainlands Community Health Center | Mountainlands Community Health Center | UT | 283 | $15.1M | $29K |
| Peak Industrial Inc. Retirement Savings Plan | Peak Industrial Inc. | UT | 270 | $17.3M | $12K |
| Transportation Charter Services, Inc. 401(k) Plan | Transportation Charter Services, Inc. | CA | 245 | $4.0M | $15K |
| The 300 Stewart Avenue Corporation 401(k) Plan | 300 Stewart Avenue Corporation. | NV | 201 | $4.8M | $9,433 |
| JS Products, Inc. 401(k) Plan | JS Products, Inc. | NV | 177 | $8.0M | $15K |
Questions and answers
How many plans does Soltis Investment Advisors LLC serve?
39 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Soltis Investment Advisors LLC?
The median plan reported $48.62 per participant in direct and indirect compensation (39 plans reporting an amount), or 0.13% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (29 plans), Investment advisory (participants) (10 plans), Investment management (7 plans) and Contract Administrator (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.