Original filing (PDF)20250919155031NAL0001132355001

SOPER PEREZ & ASSOCIATES, INC.

Name: SOPER PEREZ & ASSOCIATES, INC. — SOPER PEREZ & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SOPER PEREZ & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

SOPER PEREZ & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SOPER PEREZ & ASSOCIATES, INC.

EIN

59-2985699

Address

506 EAST STATE RD 434 · WINTER SPRINGS, FL · 32708

Phone

(407) 327-2550

Industry