Plan Snapshot
- Plan Sponsor: Sonida Senior Living, INC.
- Sponsor EIN: 752678809
- Sponsor Address: 14755 PRESTON RD. SUITE 810, DALLAS, TX, 75254
- Plan Type: 401(k)
- Total Participants: 4,224
- Total Assets: $20.2M
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 | 4,224 | $20.2M | $225,479 | $1.8M |
| 2023 | 3,032 | $17.3M | $325,482 | $1.4M |
| 2022 | 2,805 | $15.6M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $132,859 | — | $132,859 |
| MMA SECURITIES LLC | BROKER/ADVISER | — | $18,107 | $18,107 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | INVESTMENT ADVISOR | $9,248 | — | $9,248 |
| LANE GORMAN TRUBITT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANE GORMAN TRUBITT, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,214
- Estimated Expense Ratio: 0.793% 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 | $123,617 | $9,248 | — | — | — |
| 2023 | $108,413 | — | — | — | — |
| 2022 | $139,070 | — | $139,070 | — | — |