# Sobrato Organization 401(k) Plan
Source: https://planprovider.pro/companies/sobrato-organization-401k-plan

> Sobrato Organization's 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sobrato Organization

- **Sponsor EIN:** 770262755

- **Sponsor Address:** 599 CASTRO STREET, STE. 400, MOUNTAIN VIEW, CA, 94041

- **Plan Type:** 401(k)

- **Total Participants:** 102

- **Total Assets:** $23.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|102|$23.1M|$896,403|$1.6M|

| 2023|121|$18.8M|$748,173|$1.3M|

| 2022|81|$14.7M|$693,721|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ABBOTT, STRINGHAM AND LYNCH|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,119|—|—|—|—|

| 2023|$1,000|—|—|—|—|

| 2022|$11,728|—|—|—|—|

## Similar Plans

- [Vision Systems, INC.](https://planprovider.pro/companies/vision-systems-inc-401k-plan-001-6550) — 103 participants

- [Star Elevator INC.](https://planprovider.pro/companies/star-elevator-inc-plan) — 104 participants

- [Wicks Roofing, INC.](https://planprovider.pro/companies/wicks-roofing-inc-401k-plan) — 104 participants

- [B And D Quality Water, INC.](https://planprovider.pro/companies/b-and-d-quality-water-inc-401k-plan) — 105 participants

- [Hart Brothers Construction, INC.](https://planprovider.pro/companies/hart-brothers-construction-inc-plan) — 97 participants

- [California Sheet Metal Works, INC.](https://planprovider.pro/companies/california-sheet-metal-works-inc-plan) — 107 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sobrato-organization-401k-plan)

© 2026 PlanProvider.Pro