Soaren Management Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Soaren Management Llc · EIN 850972337 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 96
- With balances
- 110
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rothschild Investment Llc CRD 728 | deterministic · 100% | 2024 |
| Stonehenge Retirement Planners Llc CRD 292489 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $16,353 |
| Rothschild Investment Llc | Investment advisory (participants) | $11,634 |
| Stonehenge Retirement Planners Llc | Investment advisory (participants) | $10,066 |