· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE SORREL GROUP, LLC — THE SORREL GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013205155NAL0000943395001
THE SORREL GROUP, LLC
Form 5500-SF
FILING_RECEIVED
THE SORREL GROUP 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE SORREL GROUP, LLC
.
Find decision makers
Plan sponsor
Name
THE SORREL GROUP, LLC
EIN
34-1928880
Address
2308 MT. VERNON AVENUE, SUITE 808 · ALEXANDRIA, VA · 22301
Phone
(617) 669-3091
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
REMPREX, LLC
REMPREX UNION 401(K) PLAN
$2.7M · 152 participants
DATA SEARCH COLLECTION, INC.
DATA SEARCH COLLECTION, INC. 401(K) PROFIT SHARING PLAN
$2.7M · 26 participants
SOIL SOLUTIONS, INC.
SOIL SOLUTIONS, INC. 401K PLAN
$2.7M · 11 participants
20/20 INSTITUTE LLC
20/20 INSTITUTE CASH BALANCE PLAN
$2.7M · 8 participants
ARDENT DISPLAYS AND PACKAGING
ARDENT DISPLAYS & PACKAGING, INC. 401(K) P/S PLAN
$2.7M · 56 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LIGHTVIEW CAPITAL LLC
LIGHTVIEW CAPITAL LLC CASH BALANCE PLAN
$2.7M · 7 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
