Michelle Rogers signed Soaren Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Soaren Management LLC's EIN is 85-0972337.
Download the official 2024 Form 5500 (PDF) for Soaren Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Soaren Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC | 36-2708660 | CHICAGO, IL | ADVISOR | $12K | — |
| STONEHENGE RETIREMENT PLANNERS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund Registered Investment Company | Common Collective Trusts | — | — | $2.7M | 51.2% | |
| Vanguard Growth Index Fund Registered Investment Company | Common Collective Trusts | — | — | $480K | 9.2% | |
| Vanguard 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $426K | 8.2% | |
| American Funds 2050 Registered Investment Company | Mutual Funds | — | — | $233K | 4.5% | |
| Fidelity Blue Chip Growth K6 Fund Registered Investment Company | Mutual Funds | — | — | $225K | 4.3% | |
| Vanguard Value Index Fund Registered Investment Company | Common Collective Trusts | — | — | $222K | 4.3% | |
| July 2032 - | Other securities | — | — | $123K | 2.4% | |
| American Funds 2055 Registered Investment Company | Mutual Funds | — | — | $122K | 2.3% | |
| Vanguard Total Stock Market Index Fund Registered Investment Company | Common Collective Trusts | — | — | $110K | 2.1% | |
| American Funds 2045 Registered Investment Company | Mutual Funds | — | — | $73K | 1.4% | |
| Vanguard Mid-Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $69K | 1.3% | |
| Vanguard Total Bond Market Index Fund Registered Investment Company | Common Collective Trusts | — | — | $60K | 1.1% | |
| American Funds Fundamental Investors Registered Investment Company | Mutual Funds | — | — | $59K | 1.1% | |
| American Funds 2040 Registered Investment Company | Mutual Funds | — | — | $58K | 1.1% | |
| Vanguard Short-Term Corporate Bond Index Fund Registered Investment Company ** 4 Vanguard Small-Cap Growth Index Fund Registered Investment Company | Common Collective Trusts | — | — | $52K | 1.0% | |
| Vanguard Developed Markets Index Fund Registered Investment Company | Common Collective Trusts | — | — | $49K | 0.9% | |
| iShares Russell Mid-Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $48K | 0.9% | |
| Vanguard Real Estate Index Fund Registered Investment Company | Common Collective Trusts | — | — | $45K | 0.9% | |
| Vanguard Intermediate-Term Treasury Index Registered Investment Company | Mutual Funds | — | — | $23K | 0.4% | |
| Vanguard Dividend Appreciation Index Fund Registered Investment Company ** 6 Vanguard Emerging Markets Stock Registered Investment Company | Common Collective Trusts | — | — | $16K | 0.3% | |
| American Funds Capital Income BLDR R5 Registered Investment Company | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Federal Money Market Fund Registered Investment Company ** 184 American Funds 2030 Registered Investment Company ** 26 American Funds 2035 Registered Investment Company | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard High-Yield Corporate Fund Registered Investment Company | Mutual Funds | — | — | $7K | 0.1% | |
| DFA Commodity Strategy Institutional Fund Registered Investment Company | Mutual Funds | — | — | $4K | <0.1% | |
| AMG GW&K Core Bond ESG Fund Registered Investment Company | Common Stocks | — | — | $2K | <0.1% | |
| American Funds 2060 Registered Investment Company ** 942 American Funds 2065 Registered Investment Company | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-4032869 |
| LOS ANGELES, CA |
| ADVISOR |
| $10K |
| — |
