# Sonida Senior Living, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sonida-senior-living-inc-401k-plan

> Sonida Senior Living, INC.'s 401(k) plan: 4,224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lane-gorman-trubitt-llc) — 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|—|—|

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

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