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Original filing (PDF)20251015145526NAL0009866178001
SOAR365
Form 5500
FILING_RECEIVED
SOAR365 RETIREMENT PLAN 403(B)
403(b) retirement plan
Signals · 1
6 service providers
Active participants
281
Accounts w/ balance
373
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOAR365.
Plan sponsor
Name
SOAR365
EIN
54-0629691
Address
3600 SAUNDERS AVENUE · RICHMOND, VA · 23227
Phone
(804) 665-1230
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2M · 403(b)(7) custodial accounts
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
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNEMPOWER ANNUITY INSURANC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $6K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $919 | — |
| ASCENSUS INC | — | STORM TECHNOLOGIES LLC, IN | OTHER | $0 | — |
Investments
31 direct securities· $7.5M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.1M | 14.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $757K | 9.8% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $756K | 9.8% | |
| Separate Account The Variable Annuity Life Insur. Co 0 | — | — | — | $754K | 9.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $628K | 8.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $586K | 7.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $478K | 6.2% | |
| General Account The Variable Annuity Life Insur. Co 0 | — | — | — | $444K | 5.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $251K | 3.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $208K | 2.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $204K | 2.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $204K | 2.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $188K | 2.4% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | — | — | — | $119K | 1.5% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $107K | 1.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $97K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $85K | 1.1% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $82K | 1.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $77K | 1.0% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $68K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $51K | 0.7% | |
| American Funds SMALLCAP World R6 American Funds 0 | — | — | — | $48K | 0.6% | |
| American Funds New World R6 American Funds 0 | — | — | — | $47K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $45K | 0.6% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $43K | 0.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $26K | 0.3% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $22K | 0.3% | |
| Allspring Special Small Cap Value R6 Allspring 0 | — | — | — | $15K | 0.2% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $15K | 0.2% | |
| AB Small Cap Growth Portfolio Z AB Small cap 0 | — | — | — | $5K | <0.1% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $2K | <0.1% |