Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOFHA MANAGEMENT SERVICES, INC.
EIN 99-1088595Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$157.6M assets
Welfare
0
Participants
2,532
121 BOONE RIDGE DR, STE. 2004 - JOHNSON CITY, TN 37615423-794-2436
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $157.6M assets / 2,532 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#001
SOFHA MANAGEMENT SERVICES, INC. 401(K) RETIREMENT PLAN
401k
Assets$157.2M
Participants1,437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOFHA MANAGEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$400K
Participants1,095
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOFHA MANAGEMENT SERVICES, INC. 401(K) RETIREMENT PLAN | 401k | $157.2M | 1,437 | 2024 | |
| 002 | SOFHA MANAGEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $400K | 1,095 | 2024 |
Retirement plans