How big is Sorell, Lenna & Schmidt, LLP's plan?

Sorell, Lenna & Schmidt, LLP's plan reported $4.1M in assets and 10 participants for 2024.

Original filing (PDF)20250925075255NAL0011793778001

Sorell, Lenna & Schmidt, LLP

Name: Sorell, Lenna & Schmidt, LLP — Sorell, Lenna &, Form 5500 (2024)
Creator: Sorell, Lenna & Schmidt, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sorell, Lenna & Schmidt, LLP 401(k) Plan

401(k) retirement plan · Sorell, Lenna & Schmidt, LLP's Sorell, Lenna & Schmidt, LLP 401(k) Plan held $4.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Leo Lenna signed Sorell, Lenna & Schmidt, LLP's 2024 Form 5500 as plan administrator.

Leo Lenna — 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

Sorell, Lenna & Schmidt, LLP's EIN is 46-0870987.

EIN 46-0870987

Plan number 001

Plan year 2024

ACK ID 20250925075255NAL0011793778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sorell, Lenna & Schmidt, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sorell, Lenna & Schmidt, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SORELL, LENNA & SCHMIDT, LLP.

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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