Claims Services Group 401(k) plan

Claims Services Group, LLC, Westlake, TX. EIN 94-2617005. Annual reports 2009–2024. Also filed as Audatex Holdings, Inc.; Solera Holdings,inc.

Claims Services Group, LLC has one active retirement plan on file, the Solera Holdings, LLC Retirement Savings Plan, with 5,434 participants and $315 million in assets in 2024. Fidelity has been its recordkeeper since 2021. No traditional pension plan appears in Claims Services Group's filings since 2009.

Active plans: 1
Participants: 5,434
Plan assets: $315 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Professional services

The plan

Solera Holdings, LLC Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 94-2617005
Participants (2024): 5,434
Net assets (2024): $315 million
Recordkeeper: FidelityEarlier: Schwab (2011–2020), ADP (2009–2010)
Plan administrator: Claims Services Group, LLC
1500 Solana BLVD. Building 6, Suite 6300
Westlake, TX 76262
(385) 695-2701As filed for 2024
In effect since: April 1, 2006

Earlier sponsors: Audatex Holdings, Inc. (2009–2018); Solera Holdings,inc. (2019–2020).

Earlier plan names: Audatex Holdings, Inc. Retirement Savings Plan; Solera Holdings,inc.retirement Savings Plan; Solera Holdings, Inc Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,434	$315 million	Fidelity
2023	5,355	$288 million	Fidelity
2022	5,394	$233 million	Fidelity
2021	3,187	$297 million	Fidelity
2020	3,910	$158 million	Schwab
2019	4,784	$144 million	Schwab
2018	4,730	$115 million	Schwab
2017	4,073	$121 million	Schwab
2016	3,643	$92.3 million	Schwab
2015	3,039	$73.4 million	Schwab
2014	2,220	$60.4 million	Schwab
2013	1,126	$50.4 million	Schwab
2012	962	$38.4 million	Schwab
2011	855	$31.2 million	Schwab
2010	829	$30.4 million	ADP
2009	905	$27.0 million	ADP

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Solera Holdings, LLC Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((385) 695-2701). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Solera Holdings, LLC Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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