Original filing (PDF)20250911110956NAL0000326096001

SOKOL, LARKIN, WAGNER & STORTI, LLC

Name: SOKOL, LARKIN, WAGNER & STORTI, LLC — SOKOL LARKIN 401(K) PLAN, Form 5500 (2024)
Creator: SOKOL, LARKIN, WAGNER & STORTI, LLC

Form 5500-SF

FILING_RECEIVED

SOKOL LARKIN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOKOL, LARKIN, WAGNER & STORTI, LLC.

Plan sponsor

Name

SOKOL, LARKIN, WAGNER & STORTI, LLC

EIN

93-1129531

Address

4380 S MACADAM AVE · SUITE 530 · PORTLAND, OR · 97239

Phone

(503) 221-0699

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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