Original filing (PDF)20250218171310NAL0003126993001

Sorillo Investments LLC

Name: Sorillo Investments LLC — Form 5500 (2024)
Creator: Sorillo Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Sorillo Investments LLC filed a Form 5500 for plan year 2024.

Signals · 1

Late filing · 0.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

AMY Hampton signed Sorillo Investments LLC's 2024 Form 5500 as plan administrator.

AMY Hampton — 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

Sorillo Investments LLC's EIN is 45-2789146.

EIN 45-2789146

Plan number 001

Plan year 2024

ACK ID 20250218171310NAL0003126993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sorillo Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sorillo Investments LLC'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 SORILLO INVESTMENTS 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SORILLO INVESTMENTS LLC

EIN

all filings

Address

11757 KATY FREEWAY · SUITE 1400 · HOUSTON, TX · 77079

Phone

(281) 368-2738

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-03-31

Filed

2025-02-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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