Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SORENSEN AUTO PLAZA, INC.
EIN 42-1328539automotiveLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
16
1100 W. SHERIDAN AVE. - SHENANDOAH, IA 51601712-246-1600sorensenautoplaza.comLinkedIn1-10 employeesautomotive
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 16 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#002
SORENSEN AUTO PLAZA, INC. CASH BALANCE PLAN
CashBalance
Assets$883K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SORENSEN AUTO PLAZA, INC. 401(K) PLAN
401k
Assets$629K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SORENSEN AUTO PLAZA, INC. CASH BALANCE PLAN | CashBalance | $883K | 7 | 2025 | |
| 001 | SORENSEN AUTO PLAZA, INC. 401(K) PLAN | 401k | $629K | 9 | 2024 |
Retirement plans