How big is Carlos Soriano's plan?

Carlos Soriano's plan reported $249K in assets and 3 participants for 2024.

Original filing (PDF)20250703224017NAL0001672080001

Carlos Soriano

Name: Carlos Soriano — Corban Investments Ltd., Form 5500 (2024)
Creator: Carlos Soriano
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Corban Investments Ltd.

Defined-contribution retirement plan · Carlos Soriano's Corban Investments Ltd. held $249K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

People on this filing

Gerard Fernandez signed Carlos Soriano's 2024 Form 5500 as plan administrator.

Gerard Fernandez — 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

Carlos Soriano's EIN is 98-0066821.

EIN 98-0066821

Plan number 001

Plan year 2024

ACK ID 20250703224017NAL0001672080001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carlos Soriano's plan includes automatic enrollment.

Decision-maker contacts

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

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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.

Plan sponsor

Name

CARLOS SORIANO

EIN

all filings

Address

1369 RIDGEWOOD DR · MILLBRAE, CA · 940301030

Phone

(650) 296-1741

Industry

Real Estate

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

2025-07-03

Pension benefit codes

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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