Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOTHERLY HOTELS, INC.
EIN 20-1965427real estateLatest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
21
306 S. HENRY STREET - WILLIAMSBURG, VA 23185757-229-5648sotherlyhotels.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 21 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOTHERLY HOTELS, INC. 401(K) PLAN
401k
Assets$5.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOTHERLY HOTELS INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOTHERLY HOTELS, INC. 401(K) PLAN | 401k | $5.6M | 11 | 2025 | |
| 002 | SOTHERLY HOTELS INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.4M | 10 | 2025 |
Retirement plans