Sonata Health Care, Llc 401(k) Plan
Sponsored by Sonata Health Care, Llc · EIN 263743890 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bokf, Na | Custodial (securities), Investment management fees (indirect), Shareholder servicing fees | $23,644 |
| Templeton & Company, Lp | Accounting | $22,750 |
| Advus Financial Partners | Contract administrator | $19,074 |