Soar365 403(b) match, vesting and fees
What Soar365's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Soar365: employer contribution per participant | $1,386 | |
| Peer median | $1,468 |
| Soar365: average balance | $20,713 | |
| Peer median | $37,786 |
| Soar365: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.5M at the end of plan year 2021 to $7.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 452 | $7.7M | $517K | $1,386 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 484 | $6.1M | $486K | $1,413 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 409 | $4.4M | $470K | $1,205 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 285 | $4.5M | $346K | $1,669 | 0.12% | Not published | Form 5500 ↗ |
Other Soar365 plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Soar365 Sca Retirement Plan 401(a)
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Soar365 match 401(k) contributions?
The match terms for the Soar365 Retirement Plan 403(b) have not been published from its filing yet. The plan year 2024 filing reports $517K in employer contributions, about $1,386 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Soar365 401(k) match vested?
The vesting schedule for the Soar365 Retirement Plan 403(b) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Soar365 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Soar365.
I left Soar365. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Soar365, (804) 665-1230) or the recordkeeper, The Vanguard Group, Inc.. The Soar365 old 401(k) page lists the contacts from every plan filing. Find an old Soar365 401(k)
Data from the public Form 5500 annual reports Soar365 filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Soar365. Not financial advice. Report a correction · Methodology