How big is SONA DDS PC's plan?

SONA DDS PC's plan reported $557K in assets and 5 participants for 2024.

Original filing (PDF)20250414154045NAL0000844611001

SONA DDS PC

Name: SONA DDS PC — SONA 401(k) Plan, Form 5500 (2024)
Creator: SONA DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SONA 401(k) Plan

401(k) retirement plan · SONA DDS PC's SONA 401(k) Plan held $557K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$557K

Net assets (EOY)

$556K

People on this filing

Kiran Velicheti signed SONA DDS PC's 2024 Form 5500 as plan administrator.

Kiran Velicheti — 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

SONA DDS PC's EIN is 26-0970068.

EIN 26-0970068

Plan number 001

Plan year 2024

ACK ID 20250414154045NAL0000844611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SONA DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SONA DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SONA DDS PC.

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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 (96th percentile).

Plan sponsor

Name

SONA DDS PC

EIN

all filings

Address

3800 S. CLUBHOUSE DR, UNIT 7 · CHANDLER, AZ · 85248

Phone

(480) 612-1167

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator