Back to filter
Original filing (PDF)20250714214202NAL0001182355001
SOJERN, INC.
Form 5500
FILING_RECEIVED
SOJERN, INC. 401(K) PLAN
401(k) retirement plan
Active participants
228
Accounts w/ balance
378
Plan assets (EOY)
$26.4M
Net assets (EOY)
$26.4M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOJERN, INC..
Plan sponsor
Name
SOJERN, INC.
EIN
26-0515764
Address
18135 BURKE STREET · 3RD FLOOR · OMAHA, NE · 68022
Phone
(402) 996-2020
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $40K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using WORLD INVESTMENT ADVISORS LLC
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIA
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIA
$6.0B · 19,919 participants
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS
SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN
$5.3B · 31,218 participants
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA
$3.3B · 24,741 participants
CAESARS ENTERTAINMENT INC.
CAESARS ENTERTAINMENT, INC 401(K) PLAN
$1.9B · 34,759 participants
KNIGHT HEALTH HOLDINGS LLC D/B/A SCIONHEALTH
SCIONHEALTH 401(K) PLAN
$1.3B · 22,685 participants
AVERITT EXPRESS, INC.
AVERITT EXPRESS, INC. PROFIT SHARING AND 401(K) PLAN
$775.2M · 8,187 participants
Similar-size Professional & Technical Services plans
SERVICE MANAGEMENT GROUP, LLC
SERVICE MANAGEMENT GROUP 401(K) PLAN
$26.4M · 135 participants
LAUGHLIN / CONSTABLE, INC.
LAUGHLIN / CONSTABLE, INC. 401(K) SAVINGS PLAN
$26.3M · 90 participants
INTERCEPT INTERACTIVE INC.
INTERCEPT INTERACTIVE RETIREMENT PLAN
$26.2M · 166 participants
GUMGUM, INC.
GUMGUM, INC. 401(K) PLAN
$26.6M · 267 participants
MAILING SERVICES OF PITTSBURGH, INC.
TRUESENSE MARKETING 401(K) PLAN
$26.9M · 438 participants
STRATEGIC AMERICA, INC.
STRATEGIC AMERICA, INC. 401(K) PROFIT SHARING PLAN
$27.1M · 119 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants