401(k) · DOL Form 5500 · 2024

Solstice Consulting, LLC Dba Kin and Carta 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
545
Participants Below avg headcount
85th
Percentile by assets National rank
$100,265
Avg per participant Below avg balance/head
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Official DOL plan name: Kin and Carta 401(k) Plan · Sponsored by Solstice Consulting, LLC Dba Kin and Carta · Illinois · Professional & Technical Services

$55M in assets, 545 participants

Solstice Consulting, LLC Dba Kin and Carta's Kin and Carta 401(k) Plan reported $55M in total assets and 545 participants in its 2024 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #17,337 in Professional & Technical Services (20,173 peers)

Where Kin and Carta 401(k) Plan sits by assets

Kin and Carta 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 545 participants (~$100,265/participant), up 13.6% in 2024.

#17,337
in Professional & Technical Services (20,173 peers)
+13.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Kin and Carta 401(k) Plan's outsized position by total assets

Kin and Carta 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$54,644,185 Top 15% higher than 85% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Kin and Carta 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kin and Carta 401(k) Plan sits mid-pack in the medium band (545 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kin and Carta 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Kin and Carta 401(k) Plan reported participants fell from 653 in the plan year 2023 filing to 545 in the plan year 2024 filing.
  • Kin and Carta 401(k) Plan end-of-year assets rose from $48M in the plan year 2023 filing to $55M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 364481735 · Solstice Consulting, LLC Dba Kin and Carta PY 2024 · 401(k)

Kin and Carta 401(k) Plan · $55M · 545 · 85th

  • IND $55M
  • IND 545
  • IND 85th
  • IND 401(k)
  • IND near Phynet Dermatology, LLC 401(k) Plan
  • IND ind #17337

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Illinois →

Kin and Carta 401(k) Plan in the asset neighbourhood

Hp-Uov 401(k) Retirement Plan$55MKin and Carta 401(k) Plan$55MPhynet Dermatology, LLC 401(k) PlanPhynet Dermatology, LLC 401(…$55MDoncasters, Inc. Employee Savings PlanDoncasters, Inc. Employee Sa…$55MBurton + Burton Profit Sharing & 401(k) PlanBurton + Burton Profit Shari…$55M
End-of-year total assets ($M) among Kin and Carta 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)N/A
Net Income$7M
Employer EIN364481735
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Solstice Consulting, LLC Dba Kin and Carta)

Sponsor-wide plan assets over time

All Solstice Consulting, LLC Dba Kin and Carta plans reported in each filing year

Latest sponsor-wide plan assets
$55M 54.32412944938888% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.4M $54.6M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 587 $35M
2023 1 653 $48M
2024 1 545 $55M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kin and Carta 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Kin and Carta 401(k) Plan, Total assets ($B): 0.054644185 · Participants: 545Kin and Carta 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Kin and Carta 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Kin and Carta 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Phynet Dermatology, LLC 401(k) Plan in TN ($55M); by covered participants it is Coalition 401(k) Plan in CA (545 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (545 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kin and Carta 401(k) Plan assets move in 2024?
Kin and Carta 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $48M to $55M. Reported net income was $7M.
How have Solstice Consulting, LLC Dba Kin and Carta plan assets changed over time?
Across 3 plan years on file (2022-2024), Solstice Consulting, LLC Dba Kin and Carta's sponsor-wide assets grew 54.3%, from $35M to $55M.
Where does Kin and Carta 401(k) Plan rank by assets among Form 5500 filers?
Kin and Carta 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kin and Carta 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Phynet Dermatology, LLC 401(k) Plan in TN ($55M, 1,484 participants).
Which 401(k) plans cover a similar participant headcount to Kin and Carta 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Coalition 401(k) Plan in CA (545 participants, $39M in assets).