PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. SORENSON COMMUNICATIONS, LLC
Sponsor portfolioTH

SORENSON COMMUNICATIONS, LLC

EIN 87-0650555-telecommunications-Latest filing 2024
Plans
2
Retirement
2
$317.0M assets
Welfare
0
Participants
8,879
4192 S RIVERBOAT ROAD - SALT LAKE CITY, UT 84123801-263-5424sorenson.comLinkedIn10001+ employeestelecommunications
Plans on this EIN
2 filings
#001401k-$316.5M - 8,819 part#003401k-$446K - 60 part

Retirement portfolio analytics

2 plans aggregated / $317.0M assets / 8,879 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#001)100%
  • PROFIT SHARING PLAN (#003)0%
Total $317.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MERRILL LYNCH PIERCE FENNER & SMITH100%
  • (Not disclosed)0%
Total $317.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8,819
  • PROFIT SHARING PLAN (#003)60
Total 8,879Click 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

SORENSON COMMUNICATIONS, LLC. 401(K) PROFIT SHARING PLAN

401k

Assets$316.5M
Participants8,819
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SORENSON COMMUNICATIONS LLC 1081.01(D) PUERTO RICO PROFIT SHARING PLAN

401k

Assets$446K
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SORENSON COMMUNICATIONS, LLC. 401(K) PROFIT SHARING PLAN401k$316.5M8,8192024
003SORENSON COMMUNICATIONS LLC 1081.01(D) PUERTO RICO PROFIT SHARING PLAN401k$446K602024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica