How big is SOTA LP's plan?

SOTA LP's plan reported $71K in assets and 110 participants for 2024.

Back to filter

Original filing (PDF)20250610131719NAL0025676944001

SOTA LP

Name: SOTA LP — Form 5500 (2024)
Creator: SOTA LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SOTA LP

401(k) retirement plan · SOTA LP held $71K in plan assets for 110 participants in 2024.

Active participants

110

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

People on this filing

Shirley Horner signed SOTA LP's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

SOTA LP's EIN is 45-5403859.

EIN 45-5403859

Plan number 001

Plan year 2024

ACK ID 20250610131719NAL0025676944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SOTA LP'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 SOTA LP.

Finding similar companies…

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score