How big is Social Factor Inc.'s plan?

Social Factor Inc.'s plan reported $426K in assets and 91 participants for 2024.

Original filing (PDF)20250721095529NAL0003312434001

Social Factor Inc.

Name: Social Factor Inc. — Social Factor Inc. 401(k) Plan, Form 5500 (2024)
Creator: Social Factor Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Social Factor Inc. 401(k) Plan

401(k) retirement plan · Social Factor Inc.'s Social Factor Inc. 401(k) Plan held $426K in plan assets for 91 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

People on this filing

Marcus Bowie signed Social Factor Inc.'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

Social Factor Inc.'s EIN is 45-3863097.

EIN 45-3863097

Plan number 001

Plan year 2024

ACK ID 20250721095529NAL0003312434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Social Factor Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Social Factor Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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