Todd McHenry signed Sonifi Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sonifi Solutions, Inc.'s EIN is 46-0371161.
Download the official 2024 Form 5500 (PDF) for Sonifi Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sonifi Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $142K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $15.3M | 16.0% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $14.8M | 15.6% | |
| Vanguard Target Retirement 2030 Mutual Fund N/A | Mutual Funds | — | — | $9.3M | 9.8% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $7.1M | 7.5% | |
| Vanguard Target Retirement 2040 Mutual Fund N/A | Mutual Funds | — | — | $6.7M | 7.1% | |
| Vanguard Information Tech Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $6.7M | 7.0% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $4.9M | 5.2% | |
| Vanguard Target Retirement 2050 Mutual Fund N/A | Mutual Funds | — | — | $4.3M | 4.5% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $4.2M | 4.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.8% | |
| Metropolitan West Total Return Bond I Mutual Fund N/A | Other securities | — | — | $2.3M | 2.4% | |
| Vanguard Small Cap Index Adm Mutual Fund N/A | Mutual Funds | — | — | $2.1M | 2.2% | |
| Vanguard Target Retirement 2035 Mutual Fund N/A | Mutual Funds | — | — | $1.9M | 2.0% | |
| Victory Sycamore Small Cap Opportunity Mutual Fund N/A | Other securities | — | — | $1.9M | 2.0% | |
| PIMCO Real Return/Institutional Mutual Fund N/A | Mutual Funds | — | — | $1.4M | 1.4% | |
| Vanguard Target Retirement 2020 Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 1.2% | |
| Vanguard Target Retirement 2045 Mutual Fund N/A | Mutual Funds | — | — | $980K | 1.0% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $894K | 0.9% | |
| Notes receivable from participants Maturing 2025-2038 at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $858K | 0.9% | |
| EMERGING MARKETS II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $841K | 0.9% | |
| Touchstone Mid Cap Mutual Fund N/A | Other securities | — | — | $696K | 0.7% | |
| Vanguard International Growth Fund Mutual Fund N/A | Mutual Funds | — | — | $655K | 0.7% | |
| Vanguard Target Retirement 2060 Mutual Fund N/A | Mutual Funds | — | — | $635K | 0.7% | |
| MFS International Value R6 Mutual Fund N/A | Mutual Funds | — | — | $583K | 0.6% | |
| Vanguard Target Retirement 2025 Mutual Fund N/A | Mutual Funds | — | — | $376K | 0.4% | |
| Vanguard Target Retirement 2055 Mutual Fund N/A | Mutual Funds | — | — | $368K | 0.4% | |
| JPMorgan Small Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $321K | 0.3% | |
| Vanguard Target Retirement Fund Mutual Fund N/A | Mutual Funds | — | — | $179K | 0.2% | |
| American Funds American High-Income R6 Mutual Fund N/A | Mutual Funds | — | — | $143K | 0.2% | |
| Vanguard Target Retirement 2065 Mutual Fund N/A | Mutual Funds | — | — | $50K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund N/A | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | INVESTMENT ADVISORY | $24K | — |
| WOODBURY FINANCIAL SERVICES | 41-0944586 | — | INVESTMENT ADVISORY | $12K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
