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SOA WEALTH ADVISORS, LLC

EIN 85-2225234-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$5.0M assets
Welfare
0
Participants
23
120 WEST 45TH STREET, 14TH FLOOR - NEW YORK, NY 10036212-977-3111
Plans on this EIN
1 filing
#001401k-$5.0M - 23 part

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Retirement#001

SOA WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$5.0M
Participants23
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOA WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN401k$5.0M232025
Retirement plans
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