Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOHO ADVISORS, INC
EIN 47-4720185Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
3
5 ISLAND AVE. APT 4D - MIAMI BEACH, FL 33139212-203-5129
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 3 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#001
SOHO ADVISORS INC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.5M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOHO ADVISORS INC 401(K) PLAN
401k
Assets$9K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOHO ADVISORS INC DEFINED BENEFIT PLAN | TraditionalDB | $1.5M | 1 | 2025 | |
| 002 | SOHO ADVISORS INC 401(K) PLAN | 401k | $9K | 2 | 2025 |
Retirement plans