How big is Sofit Socal's plan?

Sofit Socal's plan reported $4K in assets and 5 participants for 2024.

Original filing (PDF)20250718145408NAL0003234242001

Sofit Socal

Name: Sofit Socal — Sofit Socal 401(k) Plan, Form 5500 (2024)
Creator: Sofit Socal
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sofit Socal 401(k) Plan

401(k) retirement plan · Sofit Socal's Sofit Socal 401(k) Plan held $4K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Marcus Bowie signed Sofit Socal's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Sofit Socal's EIN is 85-3432680.

EIN 85-3432680

Plan number 001

Plan year 2024

ACK ID 20250718145408NAL0003234242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sofit Socal from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sofit Socal'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 SOFIT SOCAL.

Finding similar companies…

Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SOFIT SOCAL

EIN

all filings

Address

8 E DUARTE RD · ARCADIA, CA · 91006

Phone

(626) 806-8809

Industry

Other Services (ex. Public Admin)

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Sunil R. Kurup, PC

Sunil R. Kurup, PC 401(k) Plan

$4K · 3 participants

Stepping Stones Family Therapy Services Inc.

Stepping Stones Family Therapy Services Inc. 401(k) Plan

$4K · 5 participants

Oasis Wellness Center LLC

Oasis Wellness Center LLC 401(k) Profit Sharing Plan & Trust

$4K · 1 participants

Hauteyoga Queen Anne LLC

Hauteyoga Queen Anne 401(k) Plan

$4K · 12 participants

Lullabar Carlsbad LLC

Lullabar Carlsbad LLC 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.