Back to filter
Original filing (PDF)20250529150625NAL0007452513001
SONALYSTS, INC
Form 5500
FILING_RECEIVED
SONALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
417
Accounts w/ balance
552
Plan assets (EOY)
$125.3M
Net assets (EOY)
$125.3M
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SONALYSTS, INC.
Plan sponsor
Name
SONALYSTS, INC
EIN
06-0902362
Address
P.O BOX 280 · WATERFORD, CT · 06385
Phone
(860) 442-4355
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
SONALYSTS, INC.
EIN
06-0982493
City
WATERFORD, CT
Phone
(860) 422-4355
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-05-29
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3D · Pre-approved plan (master / prototype / VS)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOULIHAN LOKEY FINANCIAL ADVISORS | — | NEW YORK, NY | PARTY-IN-INTEREST | $79K | — |
| PRINCIPAL FINANCIAL GROUP | — | APPLETON, WI | PARTY-IN-INTERST | $26K | — |
| COHNREZNICK LLP | — | HARTFORD, CT | PARTY-IN-INTERST | $16K | — |
| CITIZENS BANK | — | JOHNSTON, RI | PARTY-IN-INTEREST | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.