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  1. Companies/
  2. Soar Wealth Strategies, LLC

Filings through Oct 24, 2026.

Soar Wealth Strategies, LLC

EIN 88-1595976-financial services-Latest filing 2025
Plans
1
Retirement
1
$389K assets
Health & Benefits
0
Participants
9
9839 SOUTH 168TH AVENUE SUITE 2F - OMAHA, NE 68136531-867-3400soarwealthstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$389K - 9 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SOAR WEALTH STRATEGIES, LLC SAFE HARBOR 401(K) PLAN

401(k)

Assets$389K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SOAR WEALTH STRATEGIES, LLC SAFE HARBOR 401(K) PLAN401(k)$389K92025
  • SOAR WEALTH STRATEGIES, LLC SAFE HARBOR 401(K) PLAN$389K
    #001 · 401(k) · 20259
Retirement plans
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