How big is SON Risk Management, Inc.'s plan?

SON Risk Management, Inc.'s plan reported $2.6M in assets and 4 participants for 2024.

Original filing (PDF)20251015075051NAL0005448080001

SON Risk Management, Inc.

Name: SON Risk Management, Inc. — SON Risk Management, Form 5500 (2024)
Creator: SON Risk Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SON Risk Management, Inc. 401(k) Plan

401(k) retirement plan · SON Risk Management, Inc.'s SON Risk Management, Inc. 401(k) Plan held $2.6M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

SON Risk Management, Inc.'s EIN is 26-2013551.

EIN 26-2013551

Plan number 001

Plan year 2024

ACK ID 20251015075051NAL0005448080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SON Risk Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SON Risk Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SON RISK MANAGEMENT, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score