How big is The Soter Group LLC's plan?

The Soter Group LLC's plan reported $2.4M in assets and 19 participants for 2025.

Original filing (PDF)20260128191124NAL0005568560001

The Soter Group LLC

Name: The Soter Group LLC — The Soter Group LLC 401(k), Form 5500 (2025)
Creator: The Soter Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Soter Group LLC 401(k) Plan

401(k) retirement plan · The Soter Group LLC's The Soter Group LLC 401(k) Plan held $2.4M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Justin TAFT signed The Soter Group LLC's 2025 Form 5500 as plan administrator.

Justin TAFT — 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

The Soter Group LLC's EIN is 27-3703795.

EIN 27-3703795

Plan number 001

Plan year 2025

ACK ID 20260128191124NAL0005568560001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Soter Group LLC'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 THE SOTER 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