How big is Somnio Financial Group, LLC's plan?

Somnio Financial Group, LLC's plan reported $814K in assets and 4 participants for 2025.

Original filing (PDF)20260507155153NAL0003358881001

Somnio Financial Group, LLC

Name: Somnio Financial Group, LLC — Somnio Financial, Form 5500 (2025)
Creator: Somnio Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somnio Financial Group, LLC 401(k) P/S Plan

401(k) retirement plan · Somnio Financial Group, LLC's Somnio Financial Group, LLC 401(k) P/S Plan held $814K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

People on this filing

Robert Roy signed Somnio Financial Group, LLC's 2025 Form 5500 as plan administrator.

Robert Roy — 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

Somnio Financial Group, LLC's EIN is 26-4126329.

EIN 26-4126329

Plan number 001

Plan year 2025

ACK ID 20260507155153NAL0003358881001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Somnio Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Somnio Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOMNIO FINANCIAL GROUP, LLC.

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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