How big is Sofia University's plan?

Sofia University's plan reported $900K in assets and 177 participants for 2024.

Original filing (PDF)20250718145407NAL0001937505001

Sofia University

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

Form 5500-SF

FILING_RECEIVED

Sofia University 401(k) Plan

401(k) retirement plan · Sofia University's Sofia University 401(k) Plan held $900K in plan assets for 177 participants in 2024.

Signals · 1

No auditor on file

Active participants

177

Accounts w/ balance

Plan assets (EOY)

$900K

Net assets (EOY)

$900K

People on this filing

Marcus Bowie signed Sofia University'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

Sofia University's EIN is 46-5225989.

EIN 46-5225989

Plan number 002

Plan year 2024

ACK ID 20250718145407NAL0001937505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sofia University'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 SOFIA UNIVERSITY.

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Plan health score

Average plan with room to improve

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 independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score