Original filing (PDF)20251029084513NAL0001526786001

SOCHA MANAGEMENT, INC.

Name: SOCHA MANAGEMENT, INC. — SOCHA MANAGEMENT SAVINGS PLUS PLAN, Form 5500 (2024)
Creator: SOCHA MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

SOCHA MANAGEMENT SAVINGS PLUS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$602K

Net assets (EOY)

$602K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOCHA MANAGEMENT, INC..

Plan sponsor

Name

SOCHA MANAGEMENT, INC.

EIN

14-1442052

Address

123 SARATOGA ROAD · GLENVILLE, NY · 123024212

Phone

(518) 399-0990

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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