Plan Snapshot
- Plan Sponsor: Sonoma Allocations LLC
- Sponsor EIN: 870885429
- Sponsor Address: 50 OLD COURTHOUSE SQ STE 300, SANTA ROSA, CA, 95404
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $710,739
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 | 4 | $710,739 | $0 | $0 |