Plan Snapshot
- Plan Sponsor: Sohnen Enterprises, INC.
- Sponsor EIN: 952833510
- Sponsor Address: 1 CENTERPOINTE DRIVE SUITE 210, LA PALMA, CA, 90623
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 47 | $6.2M | $0 | $175,836 |
| 2023 | 68 | $6.1M | $0 | $218,488 |
| 2022 | 115 | $5.6M | $0 | $310,211 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
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 | $22,810 | $21,215 | — | — | — |
| 2023 | $21,929 | $20,059 | — | — | — |
| 2022 | $21,096 | — | $21,096 | — | — |