How big is The Sorrel Group, LLC's plan?

The Sorrel Group, LLC's plan reported $2.7M in assets and 3 participants for 2024.

Original filing (PDF)20251013205155NAL0000943395001

The Sorrel Group, LLC

Name: The Sorrel Group, LLC — The Sorrel Group 401(k) Plan, Form 5500 (2024)
Creator: The Sorrel Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Sorrel Group 401(k) Plan

401(k) retirement plan · The Sorrel Group, LLC's The Sorrel Group 401(k) Plan held $2.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

The Sorrel Group, LLC's EIN is 34-1928880.

EIN 34-1928880

Plan number 001

Plan year 2024

ACK ID 20251013205155NAL0000943395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Sorrel Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Sorrel Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SORREL GROUP, LLC.

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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