How big is Soundview Management Group LLC's plan?

Soundview Management Group LLC's plan reported $224K in assets and 75 participants for 2024.

Original filing (PDF)20250721095536NAL0003312626001

Soundview Management Group LLC

Name: Soundview Management Group LLC — Soundview Equities, Form 5500 (2024)
Creator: Soundview Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soundview Equities LLC 401(k) Plan

401(k) retirement plan · Soundview Management Group LLC's Soundview Equities LLC 401(k) Plan held $224K in plan assets for 75 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

People on this filing

Marcus Bowie signed Soundview Management Group LLC'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

Soundview Management Group LLC's EIN is 86-2015566.

EIN 86-2015566

Plan number 001

Plan year 2024

ACK ID 20250721095536NAL0003312626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Soundview Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Soundview Management Group LLC'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 SOUNDVIEW MANAGEMENT GROUP LLC.

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

Knocking points off