Anne LISA Mackie CHMN, Plan CMTE signed Sonalysts, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sonalysts, Inc.'s EIN is 06-0902362.
Download the official 2023 Form 5500 (PDF) for Sonalysts, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sonalysts, Inc.'s plan includes an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | — | APPLETON, WI | PARTY-IN-INTERST | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOULIHAN LOKEY FINANCIAL ADVISORS | — | NEW YORK, NY | PARTY-IN-INTEREST | $79K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Sonalysts, Inc. Common Stock (Sonalysts, Inc.) 97,537,268 | Common Stocks | — | $97.5M | $115.8M | 92.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | — | HARTFORD, CT | PARTY-IN-INTERST | $16K | — |
| CITIZENS BANK | — | JOHNSTON, RI | PARTY-IN-INTEREST | $9K | — |
