Original filing (PDF)20260526105146NAL0006262289001

Sorgente Asset Management, Inc.

Name: Sorgente Asset Management, Inc. — Sorgente 401(k), Form 5500 (2025)
Creator: Sorgente Asset Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sorgente 401(k) Profit Sharing Plan

401(k) retirement plan · Sorgente Asset Management, Inc.'s Sorgente 401(k) Profit Sharing Plan held $1.0M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SORGENTE ASSET MANAGEMENT, INC..

Plan sponsor

Name

SORGENTE ASSET MANAGEMENT, INC.

EIN

20-1707587all filings

Address

66 WHITE STREET · 5TH FLOOR · NEW YORK, NY · 10013

Phone

(212) 542-4293

Industry