How big is Soren McAdam LLP's plan?

Soren McAdam LLP's plan reported $13.8M in assets and 40 participants for 2024.

Original filing (PDF)20251010162036NAL0008468577001

Soren McAdam LLP

Name: Soren McAdam LLP — Soren McAdam LLP Retirement Plan, Form 5500 (2024)
Creator: Soren McAdam LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soren McAdam LLP Retirement Plan

401(k) retirement plan · Soren McAdam LLP's Soren McAdam LLP Retirement Plan held $13.8M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

People on this filing

Jason Lewis signed Soren McAdam LLP's 2024 Form 5500 as plan administrator.

Jason Lewis — 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

Soren McAdam LLP's EIN is 77-0549163.

EIN 77-0549163

Plan number 001

Plan year 2024

ACK ID 20251010162036NAL0008468577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Soren McAdam LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Soren McAdam LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOREN MCADAM LLP.

Finding similar companies…

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