How big is Sophia Institute's plan?

Sophia Institute's plan reported $1.3M in assets and 45 participants for 2024.

Original filing (PDF)20250528125133NAL0012192288001

Sophia Institute

Name: Sophia Institute — Sophia Institute 401(k) Profit, Form 5500 (2024)
Creator: Sophia Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sophia Institute 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sophia Institute's Sophia Institute 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Brandee Wilson signed Sophia Institute's 2024 Form 5500 as plan administrator.

Brandee Wilson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sophia Institute's EIN is 22-2548708.

EIN 22-2548708

Plan number 001

Plan year 2024

ACK ID 20250528125133NAL0012192288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sophia Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sophia Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOPHIA INSTITUTE.

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off