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Sponsor portfolio

SORNA CORPORATION

EIN 41-1953131-Information-Latest filing 2024
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
30
4101 NICOLS ROAD, SUITE 100 - LADERA RANCH, CA 92694651-233-5461
Plans on this EIN
2 filings
#001401k-$4.5M - 16 part#002CashBalance-$3.7M - 14 part

Retirement portfolio analytics

2 plans aggregated / $8.2M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN AND TRUST (#001)55%
  • CASH BALANCE PLAN (#002)45%
Total $8.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)16
  • CASH BALANCE PLAN (#002)14
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SORNA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$4.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SORNA CORPORATION CASH BALANCE PLAN

CashBalance

Assets$3.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SORNA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST401k$4.5M162024
002SORNA CORPORATION CASH BALANCE PLANCashBalance$3.7M142024
Retirement plans
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