How big is SOFX Technology Partners, LLC's plan?

SOFX Technology Partners, LLC's plan reported $7.6M in assets and 47 participants for 2024.

Original filing (PDF)20250929134942NAL0012250944001

SOFX Technology Partners, LLC

Name: SOFX Technology Partners, LLC — SOFX Technology, Form 5500 (2024)
Creator: SOFX Technology Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SOFX Technology Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · SOFX Technology Partners, LLC's SOFX Technology Partners, LLC 401(k) Profit Sharing Plan held $7.6M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Paul Barsotti signed SOFX Technology Partners, LLC's 2024 Form 5500 as plan administrator.

Paul Barsotti — 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

SOFX Technology Partners, LLC's EIN is 83-4669373.

EIN 83-4669373

Plan number 001

Plan year 2024

ACK ID 20250929134942NAL0012250944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SOFX Technology Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SOFX Technology Partners, LLC'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 SOFX TECHNOLOGY PARTNERS, 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