Sonos, Inc. 401(k) Plan
Sponsored by Sonos, Inc. · EIN 030479476 · Plan #001
- Total assets
- $208M
- Net assets
- $208M
- Active participants
- 1,152
- With balances
- 1,666
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $113,888 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $67,643 |
| Bartlett, Pringle & Wolf, Llp | Accounting | $23,182 |