How big is SOMA Capital Management's plan?

SOMA Capital Management's plan reported $450K in assets and 9 participants for 2024.

Original filing (PDF)20250718145440NAL0000907203001

SOMA Capital Management

Name: SOMA Capital Management — SOMA Capital 401(k) Plan, Form 5500 (2024)
Creator: SOMA Capital Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SOMA Capital 401(k) Plan

401(k) retirement plan · SOMA Capital Management's SOMA Capital 401(k) Plan held $450K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

People on this filing

Marcus Bowie signed SOMA Capital Management's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

SOMA Capital Management's EIN is 37-1851379.

EIN 37-1851379

Plan number 001

Plan year 2024

ACK ID 20250718145440NAL0000907203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SOMA Capital Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SOMA Capital Management'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 SOMA CAPITAL MANAGEMENT.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

SOMA CAPITAL MANAGEMENT

EIN

all filings

Address

382 NE 191ST ST PMB 25428 · MIAMI BEACH, FL · 33179

Phone

(650) 714-6220

Industry

Finance & Insurance

Plan administrator