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Sponsor portfolio

SOFBEL INC

EIN 20-1509221-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
8
30338 CAMINO PORVENIR - RANCHO PALOS VERDE, CA 90275310-993-6500
Plans on this EIN
2 filings
#002TraditionalDB-$844K - 4 part#001401k-$522K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PLAN & TRUST (#002)62%
  • PLAN & TRUST (#001)38%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)4
  • PLAN & TRUST (#001)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOFBEL INC. DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$844K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOFBEL INC 401(K) PLAN & TRUST

401k

Assets$522K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOFBEL INC. DEFINED BENEFIT PLAN & TRUSTTraditionalDB$844K42024
001SOFBEL INC 401(K) PLAN & TRUST401k$522K42025
Retirement plans
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