Assets by plan
Share of aggregate retirement assets
Filings through .
Sofha Management Services, Inc.
EIN 99-1088595Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$164.3M assets
Health & Benefits
0
Participants
2,549
121 BOONE RIDGE DR., SUITE 1002 - JOHNSON CITY, TN 37615423-794-5500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $164.3M assets / 2,549 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SOFHA MANAGEMENT SERVICES, INC. 401(K) RETIREMENT PLAN
401(k)
Assets$157.2M
Participants1,437
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SOFHA MANAGEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.1M
Participants1,112
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOFHA MANAGEMENT SERVICES, INC. 401(K) RETIREMENT PLAN | 401(k) | $157.2M | 1,437 | 2024 |
| #002 | SOFHA MANAGEMENT SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.1M | 1,112 | 2025 |
- #001 · 401(k) · 20241,437
- #002 · ESOP · 20251,112
Retirement plans