How big is Sonenshine Partners, LLC's plan?

Sonenshine Partners, LLC's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250915142612NAL0003175410001

Sonenshine Partners, LLC

Name: Sonenshine Partners, LLC — Sonenshine Partners, LLC, Form 5500 (2024)
Creator: Sonenshine Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sonenshine Partners, LLC 401(k) Plan

401(k) retirement plan · Sonenshine Partners, LLC's Sonenshine Partners, LLC 401(k) Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Marshall Sonenshine signed Sonenshine Partners, LLC's 2024 Form 5500 as plan administrator.

Marshall Sonenshine — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sonenshine Partners, LLC's EIN is 13-4087002.

EIN 13-4087002

Plan number 002

Plan year 2024

ACK ID 20250915142612NAL0003175410001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sonenshine Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sonenshine Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SONENSHINE PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SONENSHINE PARTNERS, LLC

EIN

all filings

Address

505 PARK AVENUE, 3RD FLOOR · NEW YORK, NY · 10022

Phone

(212) 994-3330

Industry

Finance & Insurance

Plan administrator