Sonata Software North America, Inc. Retirement Trust
Sponsored by Sonata Software North America, Inc. · EIN 680281955 · Plan #001
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 278
- With balances
- 264
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $28,437 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $16,492 |