SOHNEN ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 4
Late filing · 0.0 mo100% in single holding100% employer stockHigh average account balance
Active participants
58
Accounts w/ balance
123
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
92
/ 100
Grade A
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.
Compliance & integrity
80
Total plan cost
100
Plan health
94
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOHNEN ENTERPRISES, INC..
Plan sponsor
Name
SOHNEN ENTERPRISES, INC.
EIN
95-2833510
Address
13225 MARQUARDT AVE · SANTA FE SPRINGS, CA · 90670