# Sonoma Allocations LLC 401(k) Plan
Source: https://planprovider.pro/companies/sonoma-allocations-llc-870885429-001

> Sonoma Allocations LLC's 401(k) plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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