Sonnen, Inc. 401(k) Plan
Sponsored by Sonnen, Inc. · EIN 473043045 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 106
- With balances
- 171
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 |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $39,253 |
| Erisa Services Of Georgia. Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,967 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,119 |