Jenna EYRE signed SOCI Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SOCI Inc.'s EIN is 45-5383269.
Download the official 2024 Form 5500 (PDF) for SOCI Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SOCI Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $72K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Instl Prem | Mutual Funds | — | — | $2.2M | 15.6% | |
| Fidelity Freedom Index 2050 Instl Prem | Mutual Funds | — | — | $1.9M | 13.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.5M | 10.5% | |
| Fidelity Freedom Index 2060 Instl Prem | Mutual Funds | — | — | $1.3M | 9.0% | |
| Fidelity Freedom Index 2040 Instl Prem | Mutual Funds | — | — | $1.2M | 8.3% | |
| Fidelity Freedom Index 2045 Instl Prem | Mutual Funds | — | — | $1.1M | 7.4% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $669K | 4.7% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $529K | 3.7% | |
| American Funds New World R6 | Mutual Funds | — | — | $524K | 3.7% | |
| Fidelity Freedom Index 2035 Instl Prem | Mutual Funds | — | — | $486K | 3.4% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $435K | 3.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $376K | 2.6% | |
| Fidelity Freedom Index 2030 Instl Prem | Mutual Funds | — | — | $361K | 2.5% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $300K | 2.1% | |
| Empower Fixed Account - Series Class I | Other securities | — | — | $289K | 2.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $249K | 1.7% | |
| Notes receivable from participants, due at various dates * Plan Participants through October 2039; interest rates from 5.00% to 9.50% $0 | Bonds / Notes | — | — | $230K | 1.6% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $134K | 0.9% | |
| Fidelity Small Cap Growth R6 | Mutual Funds | — | — | $111K | 0.8% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $97K | 0.7% | |
| PGIM US Real Estate R6 | Other securities | — | — | $94K | 0.7% | |
| Pimco Income Instl | Mutual Funds | — | — | $55K | 0.4% | |
| PGIM High-Yield R6 | Other securities | — | — | $41K | 0.3% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $40K | 0.3% | |
| Pimco Real Return Instl | Mutual Funds | — | — | $35K | 0.2% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $31K | 0.2% | |
| Pimco Int Bond (USD-Hedged) Instl | U.S. Treasuries | — | — | $2K | <0.1% | |
| Fidelity Freedom Index Inc Instl Prem | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $32K |
| — |
