Original filing (PDF)20250630130511NAL0028831266001

SOPHOS FINANCIAL TECHNOLOGY SOLU

Name: SOPHOS FINANCIAL TECHNOLOGY SOLU — SOPHOS FINANCIAL TECHNOLOGY SOLUTIONS, Form 5500 (2024)
Creator: SOPHOS FINANCIAL TECHNOLOGY SOLU

Form 5500-SF

FILING_RECEIVED

SOPHOS FINANCIAL TECHNOLOGY SOLUTIONS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOPHOS FINANCIAL TECHNOLOGY SOLU.

Plan sponsor

Name

SOPHOS FINANCIAL TECHNOLOGY SOLU

EIN

85-1886250

Address

200 MIDDLESEX TPKE · STE 303 · ISELIN, NJ · 08830

Phone

(732) 710-3804

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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