SOAR Case Management Services, Inc. 401(k) Plan

The SOAR Case Management Services, Inc. 401(k) on its latest Form 5500

SOAR Case Management Services, Inc. (EIN 39-1917503) reports SOAR CASE MANAGEMENT, INC. 401(K) PLAN on its most recent Form 5500, with $543K in plan assets across 27 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full SOAR Case Management Services, Inc. filing — schedules, fees, and providers.

Who runs the SOAR Case Management Services, Inc. 401(k)?

SOAR Case Management Services, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SOAR Case Management Services, Inc.HR for the recordkeeper’s name and login.

How to check your SOAR Case Management Services, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask SOAR Case Management Services, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).