How big is Sojourn Strategies, LLC's plan?

Sojourn Strategies, LLC's plan reported $221K in assets and 5 participants for 2025.

Original filing (PDF)20260424221154NAL0003450739054

Sojourn Strategies, LLC

Name: Sojourn Strategies, LLC — Sojourn Strategies, LLC, Form 5500 (2025)
Creator: Sojourn Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sojourn Strategies, LLC 401(k) Plan

401(k) retirement plan · Sojourn Strategies, LLC's Sojourn Strategies, LLC 401(k) Plan held $221K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$221K

Net assets (EOY)

$221K

People on this filing

Elantha Barry signed Sojourn Strategies, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Sojourn Strategies, LLC's EIN is 82-0626310.

EIN 82-0626310

Plan number 001

Plan year 2025

ACK ID 20260424221154NAL0003450739054

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sojourn Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOJOURN STRATEGIES, LLC.

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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