Original filing (PDF)20250603120826NAL0007226643001

SORGENTE ASSET MANAGEMENT, INC.

Name: SORGENTE ASSET MANAGEMENT, INC. — SORGENTE 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SORGENTE ASSET MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

SORGENTE 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$823K

Net assets (EOY)

$823K

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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th 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