How big is SO Acquisition, LLC's plan?

SO Acquisition, LLC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20251010124558NAL0004615235001

SO Acquisition, LLC

Name: SO Acquisition, LLC — SO Acquisition, LLC 401(k), Form 5500 (2024)
Creator: SO Acquisition, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SO Acquisition, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · SO Acquisition, LLC's SO Acquisition, LLC 401(k) Profit Sharing Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Sidney Mandel signed SO Acquisition, LLC's 2024 Form 5500 as plan administrator.

Sidney Mandel — 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

SO Acquisition, LLC's EIN is 45-3834040.

EIN 45-3834040

Plan number 001

Plan year 2024

ACK ID 20251010124558NAL0004615235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SO Acquisition, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SO Acquisition, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SO ACQUISITION, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SO ACQUISITION, LLC

EIN

all filings

Address

200 LEXINGTON AVENUE, SUITE 1209 · NEW YORK, NY · 10016

Phone

(212) 545-0069

Industry

Wholesale Trade

Plan administrator