Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SODERHOLM & ASSOCIATES, INC.
EIN 41-0836048Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$25.0M assets
Welfare
0
Participants
153
7150 143RD AVE NW - RAMSEY, MN 55303763-427-9635
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.0M assets / 153 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$14.8M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SODERHOLM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$10.2M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SODERHOLM & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $14.8M | 79 | 2025 | |
| 002 | SODERHOLM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $10.2M | 74 | 2025 |
Retirement plans