What public Form 5500 filings show about the Sofha Management Services, Inc. 401(k) plan — and how to find and check your own account.
Sofha Management Services, Inc. (EIN 99-1088595) reports SOFHA MANAGEMENT SERVICES, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $157.2M in plan assets across 1,135 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 Sofha Management Services, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sofha Management Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KATZ SAPPER & MILLER LLP, LPL FINANCIAL.
