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Original filing (PDF)20250613141450NAL0017943921001
SORENSON ENGINEERING, INC.
Form 5500-SF
FILING_RECEIVED
SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR CAM AND CNC EMPLOYEES
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
131
Accounts w/ balance
64
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SORENSON ENGINEERING, INC..
Plan sponsor
Name
SORENSON ENGINEERING, INC.
EIN
95-2104584
Address
32032 DUNLAP BLVD. · YUCAIPA, CA · 92399
Phone
(909) 795-2434
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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