Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
DALE SORENSEN REAL ESTATE INC.
EIN 59-2646090real estateLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
70
5065 NORTH A1A - VERO BEACH, FL 32963772-492-5357sorensenrealestate.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 70 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
DALE SORENSEN REAL ESTATE INC. CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants32
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DALE SORENSEN REAL ESTATE INC. 401K PLAN
401k
Assets$1.3M
Participants38
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 | DALE SORENSEN REAL ESTATE INC. CASH BALANCE PLAN | CashBalance | $1.4M | 32 | 2024 | |
| 001 | DALE SORENSEN REAL ESTATE INC. 401K PLAN | 401k | $1.3M | 38 | 2024 |
Retirement plans