How big is SOA Wealth Advisors, LLC's plan?

SOA Wealth Advisors, LLC's plan reported $3.6M in assets and 17 participants for 2024.

Original filing (PDF)20250603103213NAL0010132145001

SOA Wealth Advisors, LLC

Name: SOA Wealth Advisors, LLC — SOA Wealth Advisors, LLC, Form 5500 (2024)
Creator: SOA Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SOA Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · SOA Wealth Advisors, LLC's SOA Wealth Advisors, LLC 401(k) Profit Sharing Plan held $3.6M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Christopher Conigliaro signed SOA Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Christopher Conigliaro — 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

SOA Wealth Advisors, LLC's EIN is 85-2225234.

EIN 85-2225234

Plan number 001

Plan year 2024

ACK ID 20250603103213NAL0010132145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SOA Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SOA Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 SOA WEALTH ADVISORS, 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