Elizabeth Stokes signed Soar365's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Soar365's EIN is 54-0629691.
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)Soar365's plan includes automatic enrollment, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $6K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
| EMPOWER ANNEMPOWER ANNUITY INSURANC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT MGMT |
| $919 |
| — |
| ASCENSUS INC | — | STORM TECHNOLOGIES LLC, IN | OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER/ADVISER | $0 | — |
