How big is Sotarra LLC's plan?

Sotarra LLC's plan reported $1.3M in assets and 3 participants for 2025.

Original filing (PDF)20260423204255NAL0002783635001

Sotarra LLC

Name: Sotarra LLC — Sotarra LLC 401(k) Plan, Form 5500 (2025)
Creator: Sotarra LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sotarra LLC 401(k) Plan

401(k) retirement plan · Sotarra LLC's Sotarra LLC 401(k) Plan held $1.3M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Erica Gosen signed Sotarra LLC's 2025 Form 5500 as plan administrator.

Erica Gosen — 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

Sotarra LLC's EIN is 86-2535062.

EIN 86-2535062

Plan number 001

Plan year 2025

ACK ID 20260423204255NAL0002783635001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sotarra LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

SOTARRA LLC

EIN

all filings

Address

7750 LAKE ELMO AVE NORTH · SUITE 214 · STILLWATER, MN · 55082

Phone

(402) 415-3860

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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