Plan Snapshot
- Plan Sponsor: Sorella Stone, LLC
- Sponsor EIN: 721131843
- Sponsor Address: 3200 ANDOVER STREET, JEFFERSON, LA, 70121
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 14
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 14 | $3.9M | $33,332 | $72,196 |
| 2024 | 17 | $3.4M | $36,768 | $70,621 |
| 2023 | 18 | $3.0M | $31,235 | $65,697 |
| 2022 | 15 | $2.6M | $29,556 | $107,078 |