Plan Snapshot
- Plan Sponsor: Sorelle Tree Farm, INC.
- Sponsor EIN: 464988427
- Sponsor Address: 975 COUNTY ROAD 2220, MINNEOLA, TX, 757736659
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 10 | $1.0M | $11,735 | $65,688 |
| 2023 | 10 | $992,047 | $8,917 | $61,858 |
| 2022 | 10 | $958,060 | $8,930 | $52,714 |