Original filing (PDF)20250722111422NAL0001278003001

SOCIAL FIRM

Name: SOCIAL FIRM — SOCIAL FIRM RETIREMENT TRUST, Form 5500 (2024)
Creator: SOCIAL FIRM

Form 5500-SF

FILING_RECEIVED

SOCIAL FIRM RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$329K

Net assets (EOY)

$329K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SOCIAL FIRM

EIN

27-3317219

Address

1654 EAST BROAD STREET · 2ND FLOOR · COLUMBUS, OH · 43203

Phone

(614) 285-6288

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