Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOTO & SANCHEZ INVESTMENTS, INC.
EIN 95-4415524consumer goodsLatest filing 2024
Plans
2
Retirement
2
$7.6M assets
Welfare
0
Participants
83
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.6M assets / 83 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#002
SOTO & SANCHEZ INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$7.3M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SOTO & SANCHEZ INVESTMENTS, INC. 401(K) PLAN (UNION PLAN)
401k
Assets$307K
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOTO & SANCHEZ INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN | 401k | $7.3M | 33 | 2024 | |
| 003 | SOTO & SANCHEZ INVESTMENTS, INC. 401(K) PLAN (UNION PLAN) | 401k | $307K | 50 | 2024 |
Retirement plans