AUMdb

Sonalysts, Inc. Retirement And Savings Plan

Sponsored by Sonalysts, Inc. · EIN 060902362 · Plan #003 · Waterford, CT

Total assets
$146M
Net assets
$146M
Active participants
395
With balances
602

Plan year beginning 11/01/2024 · 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
The Vanguard Group Trustee (institutional) $26,050