Sonalysts, Inc. Employee Stock Ownership Plan
Sponsored by Sonalysts, Inc · EIN 060902362 · Plan #002 · Waterford, CT
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 413
- With balances
- 551
Plan year beginning 11/01/2024 · Stock bonus
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 |
|---|---|---|
| Citizens Bank | Custodial (securities) | $10,060 |