How big is Sophisticated Data Research, Inc.'s plan?

Sophisticated Data Research, Inc.'s plan reported $1.8M in assets and 3 participants for 2025.

Original filing (PDF)20260520143749NAL0001662689001

Sophisticated Data Research, Inc.

Name: Sophisticated Data Research, Inc. — Sophisticated, Form 5500 (2025)
Creator: Sophisticated Data Research, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sophisticated Data Research, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Sophisticated Data Research, Inc.'s Sophisticated Data Research, Inc. 401(k) Profit Sharing Plan held $1.8M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Sophisticated Data Research, Inc.'s EIN is 58-1175792.

EIN 58-1175792

Plan number 002

Plan year 2025

ACK ID 20260520143749NAL0001662689001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sophisticated Data Research, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sophisticated Data Research, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SOPHISTICATED DATA RESEARCH, INC.

EIN

all filings

Address

210 BARROW DOWNS · ALPHARETTA, GA · 30004

Phone

(770) 451-5100

Industry

Professional & Technical Services

Plan administrator