# Sonic Foundry, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sonic-foundry-inc-401k-plan

> Sonic Foundry, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sonic Foundry, INC.

- **Sponsor EIN:** 391783372

- **Sponsor Address:** 222 WEST WASHINGTON AVENUE, MADISON, WI, 53703

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

- **Total Participants:** 0

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|0|$13.1M|$96,390|$191,369|

| 2023|95|$17.7M|$484,673|$1.0M|

| 2022|108|$16.5M|$479,555|$1.0M|

## 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|

| WIPFLI, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI, LLP](https://planprovider.pro/provider/wipfli-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|$1,625|—|—|—|—|

| 2023|$13,107|—|—|$11,900|—|

| 2022|$1,050|—|—|—|—|

## Similar Plans

- [3083 Nicolet Ltd](https://planprovider.pro/companies/3083-nicolet-ltd-plan) — 1 participants

- [Kcdc, INC.](https://planprovider.pro/companies/kcdc-inc-401k-plan) — 1 participants

- [Momentum Bpa, INC.](https://planprovider.pro/companies/momentum-bpa-inc-401k-plan) — 1 participants

- [Driven, INC.](https://planprovider.pro/companies/driven-inc-401k-plan) — 1 participants

- [Susan Sykes](https://planprovider.pro/companies/susan-sykes-plan) — 1 participants

- [Murphy Johnson Ltd](https://planprovider.pro/companies/murphy-johnson-ltd-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sonic-foundry-inc-401k-plan)

© 2026 PlanProvider.Pro