# Sonalysts, INC DC Plan
Source: https://planprovider.pro/companies/sonalysts-inc-plan-002

> Sonalysts, INC&#39;s DC plan: 417 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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