# Sonoma Media Investments 401(k) Plan
Source: https://planprovider.pro/companies/sonoma-media-investments-401k-plan

> Sonoma Media Investments's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sonoma Media Investments

- **Sponsor EIN:** 454946776

- **Sponsor Address:** 416 B STREET, SUITE C, SANTA ROSA, CA, 95401

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

- **Total Participants:** 97

- **Total Assets:** $6.8M

## 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|97|$6.8M|$0|$599,105|

| 2023|104|$5.8M|$0|$613,496|

| 2022|163|$5.3M|$0|$704,195|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$17,937|—|$17,937|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$17,468|—|$17,468|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,405

- **Estimated Expense Ratio:** 0.520% 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|$38,328|$20,860|—|—|—|

| 2023|$34,636|$18,453|—|—|—|

| 2022|$26,221|$13,678|$12,543|—|—|

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