Back to filter
Original filing (PDF)20251009220233NAL0007531153018
SOONA CO.
Form 5500
FILING_RECEIVED
SOONA CO 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
84
Accounts w/ balance
116
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
76
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 47% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOONA CO..
Plan sponsor
Name
SOONA CO.
EIN
83-2827169
Address
1235 S BROADWAY · DENVER, CO · 80210
Phone
(516) 241-7847
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 direct securities· $4.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $2.0M | 47.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $756K | 18.0% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $501K | 12.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $382K | 9.1% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $195K | 4.7% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $167K | 4.0% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $54K | 1.3% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $40K | 0.9% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $21K | 0.5% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $16K | 0.4% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $16K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $12K | 0.3% | |
| Vanguard Health Care Index Fund Admiral Shares | — | — | — | $10K | 0.2% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $10K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $5K | 0.1% | |
| Vanguard Utilities Index Fund Admiral Shares | — | — | — | $4K | 0.1% | |
| Vanguard Financials Index Fund Admiral Shares | — | — | — | $4K | 0.1% | |
| Vanguard Industrials Index Fund Admiral Shares | — | — | — | $4K | 0.1% | |
| Participant loans receivable - 1 loan outstanding with interest rate of 9.50% - | — | — | — | $2K | <0.1% | |
| Non-interest bearing cash | — | — | $2K | $2K | <0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $2K | <0.1% |
Related plans
Similar-size Professional & Technical Services plans
SIERRA DIGITAL, INC.
SIERRA DIGITAL, INC. 401(K) RETIREMENT PLAN
$4.3M · 81 participants
INTEGRATED DESIGN TOOLS, INC.
INTEGRATED DESIGN TOOLS, INC. 401(K) PROFIT SHARING PLAN
$4.5M · 26 participants
P.D.H.S. AERIAL PHOTOGRAPHY, INC.
AERO PHOTO 401(K) PLAN
$3.9M · 8 participants
HEST INC
HEST INC PROFIT SHARING PLAN
$3.7M · 6 participants
RETTINGER PHOTO
PADDOCK LANE PROFIT SHARING PLAN
$3.7M · 2 participants
CADY STUDIOS, LLC
CADY 401(K) PLAN
$4.7M · 462 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B