Plan Snapshot
- Plan Sponsor: Sonata Software North America, INC.
- Sponsor EIN: 680281955
- Sponsor Address: 1603 TOWER CENTER 2, TOWER CENTER B, EAST BRUNSWICK, NJ, 08816
- Plan Type: 401(k)
- Total Participants: 278
- Total Assets: $17.6M
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 | 278 | $17.6M | $688,402 | $1.7M |
| 2023 | 209 | $10.6M | $384,216 | $1.2M |
| 2022 | 64 | $6.5M | $213,476 | $553,095 |
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 |
|---|---|---|---|---|
| KNAV CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KNAV CPA LLP — 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 | $44,929 | $28,437 | — | — | — |
| 2023 | $28,231 | $18,166 | — | — | — |
| 2022 | $26,113 | — | $26,113 | — | — |