401(k) retirement plan · Sorbara and SON, LP's South Fayette Shop & SAVE 401(k) Plan held $3.5M in plan assets for 173 participants in 2024.
Signals · 1
16% employer stock
Active participants
173
Accounts w/ balance
112
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
Above-average plan
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.
Compliance & integrity
100
Total plan cost
90
Plan health
37
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).
Helping the score
Below-peer total plan cost (86th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SORBARA AND SON, LP.
