# Sonatech, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sonatech-llc-814248067-001

> Sonatech, LLC's 401(k) plan: 145 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Sonatech, LLC

- **Sponsor EIN:** 814248067

- **Sponsor Address:** 879 WARD DRIVE, SANTA BARBARA, CA, 93111

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 145

- **Total Assets:** $16.6M

## 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.|

| 2025|145|$16.6M|$0|$0|

| 2024|109|$12.4M|$1.1M|$864,827|

| 2023|94|$9.5M|$819,773|$640,333|

| 2022|75|$6.9M|$675,417|$542,790|

## 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|

| AVALAN|Other Service Provider|—|$72,775|$72,775|

| NOVA 401(K) ASSOCIATES|Recordkeeper|—|$6,759|$6,759|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,534

- **Estimated Expense Ratio:** 0.480% 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|

| 2025|$373,247|$3,121|$3,688|—|—|

| 2024|$336,209|—|—|—|—|

| 2023|$273,367|—|—|—|—|

| 2022|$798,613|—|—|—|—|

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