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Original filing (PDF)20251008122526NAL0013726498001
SOFIE NETWORK INC.
Form 5500
FILING_RECEIVED
SOFIE NETWORK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
425
Accounts w/ balance
340
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOFIE NETWORK INC..
Plan sponsor
Name
SOFIE NETWORK INC.
EIN
82-1041795
Address
21000 ATLANTIC BLVD., #730 · DULLES, VA · 20166
Phone
(703) 201-3477
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOZIK & COMPANY PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGRIFF INSURANCE | 56-1623293 | — | INVESTMENT ADVISORY | $44K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
Investments
30 direct securities · 2 pooled funds· $25.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$23.8M
30 holdings
Common Collective Trust
$1.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered investment company | — | — | — | $4.3M | 17.0% | |
| AF 2055 Target Date Retirement Fund Registered investment company | — | — | — | $1.6M | 6.5% | |
| JPMorgan Large Cap Growth Registered investment company | — | — | — | $1.5M | 6.0% | |
| AF 2045 Target Date Retirement Fund Registered investment company | — | — | — | $1.3M | 5.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.1% | |
| AF 2035 Target Date Retirement Fund Registered investment company | — | — | — | $1.1M | 4.3% | |
| AF 2030 Target Date Retirement Fund Registered investment company | — | — | — | $1.1M | 4.2% | |
| Victory Sycamore Established Value Registered investment company | — | — | — | $997K | 4.0% | |
| AF 2040 Target Date Retirement Fund Registered investment company | — | — | — | $990K | 4.0% | |
| Fidelity Small Cap Index Registered investment company | — | — | — | $941K | 3.8% | |
| Fidelity US Bond Index Registered investment company | — | — | — | $897K | 3.6% | |
| Fidelity Mid Cap Index Registered investment company | — | — | — | $776K | 3.1% | |
| Touchstone Large Cap Focused Registered investment company | — | — | — | $748K | 3.0% | |
| AF 2060 Target Date Retirement Fund Registered investment company | — | — | — | $742K | 3.0% | |
| AF 2050 Target Date Retirement Fund Registered investment company | — | — | — | $697K | 2.8% | |
| T. Rowe Price Small Cap Stock Registered investment company | — | — | — | $677K | 2.7% | |
| AF 2025 Target Date Retirement Fund Registered investment company | — | — | — | $653K | 2.6% | |
| American Century Infl-Adj Bond Registered investment company | — | — | — | $636K | 2.5% | |
| Fidelity International Index Registered investment company | — | — | — | $573K | 2.3% | |
| EuroPacific Growth Registered investment company | — | — | — | $547K | 2.2% | |
| MFS Mid Cap Growth Fund R3 Registered investment company | — | — | — | $536K | 2.1% | |
| American Beacon Small Cap Value Registered investment company | — | — | — | $482K | 1.9% | |
| Victory RS Global Registered investment company | — | — | — | $466K | 1.9% | |
| Washington Mutual Investors Registered investment company | — | — | — | $413K | 1.7% | |
| Participant loans maturity dates through 1/23/2032 $ - | — | — | — | $293K | 1.2% | |
| New World Fund Inc Registered investment company | — | — | — | $286K | 1.1% | |
| Victory Core Plus Intermediate Bond Registered investment company | — | — | — | $277K | 1.1% | |
| AF 2010 Target Date Retirement Fund Registered investment company ** 510 * AF 2015 Target Date Retirement Fund Registered investment company | — | — | — | $132K | 0.5% | |
| AF 2065 Target Date Retirement Fund Registered investment company | — | — | — | $127K | 0.5% | |
| (E) | — | — | — | $15K | <0.1% | |
| AF 2020 Target Date Retirement Fund Registered investment company | — | — | — | $15K | <0.1% | |
| AMERICAN CENT IN RET TRUST III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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