How big is Soderberg Insurance Services, Inc.'s plan?

Soderberg Insurance Services, Inc.'s plan reported $1.9M in assets and 7 participants for 2024.

Original filing (PDF)20251014144222NAL0001521107001

Soderberg Insurance Services, Inc.

Name: Soderberg Insurance Services, Inc. — Soderberg, Form 5500 (2024)
Creator: Soderberg Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soderberg Insurance Services, Inc. Retirement Plan

Defined-benefit pension plan · Soderberg Insurance Services, Inc.'s Soderberg Insurance Services, Inc. Retirement Plan held $1.9M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Soderberg Insurance Services, Inc.'s EIN is 04-2582220.

EIN 04-2582220

Plan number 002

Plan year 2024

ACK ID 20251014144222NAL0001521107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Soderberg Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Soderberg Insurance Services, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SODERBERG INSURANCE SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score