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Original filing (PDF)20250826172352NAL0008891969001
SONIFI SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
SONIFI SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
614
Accounts w/ balance
735
Plan assets (EOY)
$95.2M
Net assets (EOY)
$95.2M
How this plan invests
This plan
6 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SONIFI SOLUTIONS, INC..
Plan sponsor
Name
SONIFI SOLUTIONS, INC.
EIN
46-0371161
Address
3900 WEST INNOVATION STREET · SIOUX FALLS, SD · 571077002
Phone
(605) 988-1000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
3| 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 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $142K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
25 direct securities · 6 pooled funds· $95.2M(100% of reported assets)
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.
Uncategorized
$55.6M
25 holdings
Common Collective Trust
$39.6M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $9.3M | 9.8% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund N/A | — | — | — | $7.1M | 7.5% | |
| Vanguard Target Retirement 2040 Mutual Fund N/A | — | — | — | $6.7M | 7.1% | |
| Vanguard Information Tech Index Fund Mutual Fund N/A | — | — | — | $6.7M | 7.0% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund N/A | — | — | — | $4.9M | 5.2% | |
| Vanguard Target Retirement 2050 Mutual Fund N/A | — | — | — | $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 | — | — | — | $2.3M | 2.4% | |
| Vanguard Small Cap Index Adm Mutual Fund N/A | — | — | — | $2.1M | 2.2% | |
| Vanguard Target Retirement 2035 Mutual Fund N/A | — | — | — | $1.9M | 2.0% | |
| Victory Sycamore Small Cap Opportunity Mutual Fund N/A | — | — | — | $1.9M | 2.0% | |
| PIMCO Real Return/Institutional Mutual Fund N/A | — | — | — | $1.4M | 1.4% | |
| Vanguard Target Retirement 2020 Mutual Fund N/A | — | — | — | $1.2M | 1.2% | |
| Vanguard Target Retirement 2045 Mutual Fund N/A | — | — | — | $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% - | — | — | — | $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 | — | — | — | $696K | 0.7% | |
| Vanguard International Growth Fund Mutual Fund N/A | — | — | — | $655K | 0.7% | |
| Vanguard Target Retirement 2060 Mutual Fund N/A | — | — | — | $635K | 0.7% | |
| MFS International Value R6 Mutual Fund N/A | — | — | — | $583K | 0.6% | |
| Vanguard Target Retirement 2025 Mutual Fund N/A | — | — | — | $376K | 0.4% | |
| Vanguard Target Retirement 2055 Mutual Fund N/A | — | — | — | $368K | 0.4% | |
| JPMorgan Small Cap Growth R6 Mutual Fund N/A | — | — | — | $321K | 0.3% | |
| Vanguard Target Retirement Fund Mutual Fund N/A | — | — | — | $179K | 0.2% | |
| American Funds American High-Income R6 Mutual Fund N/A | — | — | — | $143K | 0.2% | |
| Vanguard Target Retirement 2065 Mutual Fund N/A | — | — | — | $50K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund N/A | — | — | — | $11K | <0.1% |
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