How big is Soldon Law Firm, LLC's plan?

Soldon Law Firm, LLC's plan reported $2.2M in assets and 3 participants for 2023.

Original filing (PDF)20240918105148NAL0007548912001

Soldon Law Firm, LLC

Name: Soldon Law Firm, LLC — SLF 401(k), Form 5500 (2023)
Creator: Soldon Law Firm, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SLF 401(k)

401(k) retirement plan · Soldon Law Firm, LLC's SLF 401(k) held $2.2M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Naomi Soldon signed Soldon Law Firm, LLC's 2023 Form 5500 as plan administrator.

Naomi Soldon — 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

Soldon Law Firm, LLC's EIN is 27-4757308.

EIN 27-4757308

Plan number 001

Plan year 2023

ACK ID 20240918105148NAL0007548912001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Soldon Law Firm, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Soldon Law Firm, 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 SOLDON LAW FIRM, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

SOLDON LAW FIRM, LLC

EIN

all filings

Address

3934 N HARCOURT PL · SHOREWOOD, WI · 53211

Phone

(414) 870-1419

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-18

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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