How big is Sorenson Advertising DBA Relic Agency's plan?

Sorenson Advertising DBA Relic Agency's plan reported $536K in assets and 15 participants for 2025.

Original filing (PDF)20260325162424NAL0004518145001

Sorenson Advertising DBA Relic Agency

Name: Sorenson Advertising DBA Relic Agency — Relic 401(k), Form 5500 (2025)
Creator: Sorenson Advertising DBA Relic Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Relic 401(k) Plan

401(k) retirement plan · Sorenson Advertising DBA Relic Agency's Relic 401(k) Plan held $536K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$536K

Net assets (EOY)

$536K

People on this filing

ADAM Stoker signed Sorenson Advertising DBA Relic Agency's 2025 Form 5500 as plan administrator.

ADAM Stoker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sorenson Advertising DBA Relic Agency's EIN is 27-0289899.

EIN 27-0289899

Plan number 001

Plan year 2025

ACK ID 20260325162424NAL0004518145001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sorenson Advertising DBA Relic Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sorenson Advertising DBA Relic Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SORENSON ADVERTISING DBA RELIC AGENCY.

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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 (96th percentile).

Plan sponsor

Name

SORENSON ADVERTISING DBA RELIC AGENCY

EIN

all filings

Address

333 WEST 2230 NORTH, SUITE 200 · PROVO, UT · 84604

Phone

(801) 692-7345

Industry

Professional & Technical Services

Plan administrator