Plan Snapshot
- Plan Sponsor: Sonalysts, INC
- Sponsor EIN: 060902362
- Sponsor Address: P.O BOX 280, WATERFORD, CT, 06385
- Plan Type: DC
- Total Participants: 417
- Total Assets: $125.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 417 | $125.3M | $0 | $0 |
| 2023 | 418 | $118.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $16,300 | — | $16,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,300
- Estimated Expense Ratio: 0.013% of plan assets
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 | $131,707 | $9,900 | — | $16,300 | — |
| 2023 | $122,861 | $9,020 | — | — | $113,841 |