Sonatype Retirement Trust
Sponsored by Sonatype, Inc. · EIN 260641472 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 246
- With balances
- 425
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 |
|---|---|---|
| Lpl Financial | Recordkeeping, Trustee (institutional), Other services | $62,057 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $35,730 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |