How big is Softrim, LLC's plan?

Softrim, LLC's plan reported $4.7M in assets and 73 participants for 2024.

Original filing (PDF)20250730100907NAL0002240691001

Softrim, LLC

Name: Softrim, LLC — Softrim, LLC 401(k) P/S Plan, Form 5500 (2024)
Creator: Softrim, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Softrim, LLC 401(k) P/S Plan

401(k) retirement plan · Softrim, LLC's Softrim, LLC 401(k) P/S Plan held $4.7M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Gurcharn DANG signed Softrim, LLC's 2024 Form 5500 as plan administrator.

Gurcharn DANG — 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

Softrim, LLC's EIN is 65-1015075.

EIN 65-1015075

Plan number 001

Plan year 2024

ACK ID 20250730100907NAL0002240691001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Softrim, LLC's plan includes profit-sharing, a 401(k) feature, 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 SOFTRIM, LLC.

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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 (10th percentile).

Helping the score

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

Plan sponsor

Name

SOFTRIM, LLC

EIN

all filings

Address

9210 ESTERO PARK COMMONS · BLVD #5 · ESTERO, FL · 33928

Phone

(239) 449-1058

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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