Sonifi Solutions, Inc. 401(k) Plan
Sponsored by Sonifi Solutions, Inc. · EIN 460371161 · Plan #001
- Total assets
- $95.2M
- Net assets
- $95.2M
- Active participants
- 614
- With balances
- 735
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $141,784 |
| Osaic Wealth Inc | Investment advisory (plan), Direct payment from the plan | $24,000 |
| Woodbury Financial Services | Investment advisory (plan), Direct payment from the plan | $12,000 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |