Sponsor portfolio
SOCIAL FIRM
EIN 27-3317219marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$464K assets
Welfare
1
Participants
18
1654 EAST BROAD STREET, 2ND FLOOR - COLUMBUS, OH 43203614-285-6288socialfirm.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOCIAL FIRM RETIREMENT TRUST
401k
Assets$464K
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
THE SOCIAL FIRM SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOCIAL FIRM RETIREMENT TRUST | 401k | $464K | 15 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE SOCIAL FIRM SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans