How big is Sorella Stone, LLC's plan?

Sorella Stone, LLC's plan reported $3.9M in assets and 14 participants for 2025.

Original filing (PDF)20260318154554NAL0003247969001

Sorella Stone, LLC

Name: Sorella Stone, LLC — Sorella Stone, LLC Retirement, Form 5500 (2025)
Creator: Sorella Stone, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sorella Stone, LLC Retirement Plan

401(k) retirement plan · Sorella Stone, LLC's Sorella Stone, LLC Retirement Plan held $3.9M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Sorella Stone, LLC's EIN is 72-1131843.

EIN 72-1131843

Plan number 001

Plan year 2025

ACK ID 20260318154554NAL0003247969001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sorella Stone, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sorella Stone, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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 (89th percentile).

Plan sponsor

Name

SORELLA STONE, LLC

EIN

all filings

Address

3200 ANDOVER ST. · JEFFERSON, LA · 70121

Phone

(504) 835-8453

Industry

Manufacturing

Plan administrator