AUMdb

Sofha Management Services, Inc. Employee Stock Ownership Plan

Sponsored by Sofha Management Services, Inc. · EIN 991088595 · Plan #002

Total assets
$400K
Net assets
$-7.2M
Active participants
1,031
With balances
1,035

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.