How big is SOAR Case Management Services, Inc.'s plan?

SOAR Case Management Services, Inc.'s plan reported $543K in assets and 27 participants for 2024.

Original filing (PDF)20250528113440NAL0004373971001

SOAR Case Management Services, Inc.

Name: SOAR Case Management Services, Inc. — SOAR Case, Form 5500 (2024)
Creator: SOAR Case Management Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SOAR Case Management, Inc. 401(k) Plan

401(k) retirement plan · SOAR Case Management Services, Inc.'s SOAR Case Management, Inc. 401(k) Plan held $543K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

Plan identifiers

SOAR Case Management Services, Inc.'s EIN is 39-1917503.

EIN 39-1917503

Plan number 001

Plan year 2024

ACK ID 20250528113440NAL0004373971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SOAR Case Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SOAR Case Management Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOAR CASE MANAGEMENT SERVICES, INC..

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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