PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. V.C. SOFFE & SONS, INC.
Sponsor portfolio

V.C. SOFFE & SONS, INC.

EIN 87-0253475-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
29
1007 W. SOUTH JORDAN PARKWAY - SOUTH JORDAN, UT 840952377801-254-1928
Plans on this EIN
2 filings
#001ProfitSharing-$4.4M - 4 part#002401k-$2.8M - 25 part

Retirement portfolio analytics

2 plans aggregated / $7.2M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PROFIT SHARING PLAN (#001)61%
  • PLAN AND TRUST (#002)39%
Total $7.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)25
  • PROFIT SHARING PLAN (#001)4
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN

ProfitSharing

Assets$4.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

V.C. SOFFE & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.8M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLANProfitSharing$4.4M42025
002V.C. SOFFE & SONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$2.8M252024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica