How big is SOAR Wealth Strategies, LLC's plan?

SOAR Wealth Strategies, LLC's plan reported $267K in assets and 7 participants for 2024.

Original filing (PDF)20250709124653NAL0003357027001

SOAR Wealth Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

SOAR Wealth Strategies, LLC Safe Harbor 401(k) Plan

401(k) retirement plan · SOAR Wealth Strategies, LLC's SOAR Wealth Strategies, LLC Safe Harbor 401(k) Plan held $267K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$267K

Net assets (EOY)

$267K

Plan identifiers

SOAR Wealth Strategies, LLC's EIN is 88-1595976.

EIN 88-1595976

Plan number 001

Plan year 2024

ACK ID 20250709124653NAL0003357027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SOAR Wealth Strategies, 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 SOAR WEALTH STRATEGIES, 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