How big is Soaring Investment Management, LLC's plan?

Soaring Investment Management, LLC's plan reported $96K in assets and 3 participants for 2024.

Original filing (PDF)20250924123619NAL0009223747001

Soaring Investment Management, LLC

Name: Soaring Investment Management, LLC — Soaring Investm, Form 5500 (2024)
Creator: Soaring Investment Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soaring Investment Management Trust

401(k) retirement plan · Soaring Investment Management, LLC's Soaring Investment Management Trust held $96K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

People on this filing

Elisabeth Mesquit signed Soaring Investment Management, LLC's 2024 Form 5500 as plan administrator.

Elisabeth Mesquit — 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

Soaring Investment Management, LLC's EIN is 84-1733861.

EIN 84-1733861

Plan number 001

Plan year 2024

ACK ID 20250924123619NAL0009223747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Soaring Investment Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Soaring Investment Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOARING INVESTMENT MANAGEMENT, 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