Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
SOAR365
EIN 54-0629691individual & family servicesLatest filing 2025
Plans
4
Retirement
2
$10.0M assets
Health & Benefits
2
$1.2M premiums
Participants
796
3600 SAUNDERS AVENUE - RICHMOND, VA 23227804-665-1230soar365.orgLinkedIn201-500 employeesindividual & family services
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $10.0M assets / 563 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$486K
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.2M premiums / 156 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Other$132K
- Life$106K
- Short-term disability$100K
- Long-term disability$100K
- Vision$10K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
SOAR365 RETIREMENT PLAN 403(B)
403(b)
Assets$9.5M
Participants457
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SOAR365 SCA RETIREMENT PLAN 401(A)
Profit-sharing
Assets$486K
Participants106
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
SOAR 365 HEALTH AND WELFARE PLAN
Mixed - SENTARA ADVANTAGE
Premiums$1.2M
Covered lives156
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
SOAR 365 HEALTH & WELFARE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | SOAR365 RETIREMENT PLAN 403(B) | 403(b) | $9.5M | 457 | 2025 |
| #003 | SOAR365 SCA RETIREMENT PLAN 401(A) | Profit-sharing | $486K | 106 | 2025 |
- #004 · 403(b) · 2025457
- #003 · Profit-sharing · 2025106
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | SOAR 365 HEALTH AND WELFARE PLAN | Mixed | SENTARA ADVANTAGE | $1.2M | 156 | 2025 |
| #510 | SOAR 365 HEALTH & WELFARE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #505 · Mixed · SENTARA ADVANTAGE · 2025156
- #510 · Self-funded · 20250
Retirement plans
Health & Benefits plans