How big is Soteria Partners LLC's plan?

Soteria Partners LLC's plan reported $19K in assets and 1 participants for 2023.

Original filing (PDF)20240723101939NAL0024069266001

Soteria Partners LLC

Name: Soteria Partners LLC — Soteria Partners LLC 401(k), Form 5500 (2023)
Creator: Soteria Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soteria Partners LLC 401(k) Plan

401(k) retirement plan · Soteria Partners LLC's Soteria Partners LLC 401(k) Plan held $19K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Chris Horne signed Soteria Partners LLC's 2023 Form 5500 as plan administrator.

Chris Horne — 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

Soteria Partners LLC's EIN is 85-4064984.

EIN 85-4064984

Plan number 001

Plan year 2023

ACK ID 20240723101939NAL0024069266001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Soteria Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Soteria Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

SOTERIA PARTNERS LLC

EIN

all filings

Address

77 HAGGERTY DRIVE · WEST ORANGE, NJ · 07052

Phone

(914) 275-3889

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator