How big is SOTA, Inc.'s plan?

SOTA, Inc.'s plan reported $2.9M in assets and 2 participants for 2025.

Original filing (PDF)20260330045353NAL0012885731001

SOTA, Inc.

Name: SOTA, Inc. — SOTA, Inc. 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: SOTA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SOTA, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · SOTA, Inc.'s SOTA, Inc. 401(k) Profit Sharing Plan and Trust held $2.9M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Karen Boril signed SOTA, Inc.'s 2025 Form 5500 as plan administrator.

Karen Boril — 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

SOTA, Inc.'s EIN is 77-0710104.

EIN 77-0710104

Plan number 001

Plan year 2025

ACK ID 20260330045353NAL0012885731001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

SOTA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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