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
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
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.
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $7M |
| Employer EIN | 364481735 |
| Plan Effective Date | 2007-08-01 |
| Filing Status | FILING 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
| 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.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
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).
- Phynet Dermatology, LLC 401(k) Plan (TN) $55M · 1,484
- Doncasters, Inc. Employee Savings Plan (CT) $55M · 611
- Hp-Uov 401(k) Retirement Plan (WV) $55M · 537
- Burton + Burton Profit Sharing & 401(k) Plan (GA) $55M · 238
Similar participant headcount
Nearest other-state filings by covered participants (545 participants); asset peers above are excluded.
- Coalition 401(k) Plan (CA) 545 · 0 off
- Midwest Atc Service 401(k) & Pension Plan (KS) 545 · 0 off
- Trimas Corporation Salaried Retirement Program (MI) 545 · 0 off
- Yellow Corporation 401(k) Plan (KS) 545 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.