How big is Sound View Financial Advisors' plan?

Sound View Financial Advisors' plan reported $39K in assets and 4 participants for 2024.

Original filing (PDF)20250707204034NAL0003488961001

Sound View Financial Advisors

Name: Sound View Financial Advisors — Sound View Financial, Form 5500 (2024)
Creator: Sound View Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sound View Financial Advisors 401(k) Plan

401(k) retirement plan · Sound View Financial Advisors' Sound View Financial Advisors 401(k) Plan held $39K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

Plan identifiers

Sound View Financial Advisors' EIN is 27-3158305.

EIN 27-3158305

Plan number 001

Plan year 2024

ACK ID 20250707204034NAL0003488961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sound View Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sound View Financial Advisors' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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