How big is Soar365's plan?

Soar365's plan reported $364K in assets and 92 participants for 2024.

Original filing (PDF)20250922133656NAL0012370690001

Soar365

Name: Soar365 — Soar365 SCA Retirement Plan 401(a), Form 5500 (2024)
Creator: Soar365
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soar365 SCA Retirement Plan 401(a)

Defined-contribution retirement plan · Soar365's Soar365 SCA Retirement Plan 401(a) held $364K in plan assets for 92 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

People on this filing

Elizabeth Stokes signed Soar365's 2024 Form 5500 as plan administrator.

Elizabeth Stokes — 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

Soar365's EIN is 54-0629691.

EIN 54-0629691

Plan number 003

Plan year 2024

ACK ID 20250922133656NAL0012370690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Soar365 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Soar365's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOAR365.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SOAR365

EIN

all filings

Address

3600 SAUNDERS AVENUE · RICHMOND, VA · 23227

Phone

(804) 665-1230

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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