# Sonata Software North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sonata-software-north-america-inc-401k-plan

> Sonata Software North America, INC.'s 401(k) plan: 278 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LPL FINANCIAL|INVESTMENT ADVISOR|$28,437|—|$28,437|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$16,492|—|$16,492|

| KNAV CPA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KNAV CPA LLP](https://planprovider.pro/provider/knav-cpa-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,929

- **Estimated Expense Ratio:** 0.255% 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|$44,929|$28,437|—|—|—|

| 2023|$28,231|$18,166|—|—|—|

| 2022|$26,113|—|$26,113|—|—|

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