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SONKIN & KOBERNA, LLC — SONKIN & KOBERNA, LLC 401(K) SAVINGS PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260204074008NAL0005438656001
SONKIN & KOBERNA, LLC
Form 5500-SF
FILING_RECEIVED
SONKIN & KOBERNA, LLC 401(K) SAVINGS PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 2.6 mo
Active participants
16
Accounts w/ balance
18
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SONKIN & KOBERNA, LLC
.
Find decision makers
Plan sponsor
Name
SONKIN & KOBERNA, LLC
EIN
46-1794631
Address
3401 ENTERPRISE PARKWAY, SUITE. 400 · BEACHWOOD, OH · 44122
Phone
(216) 514-8300
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-04
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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Trustee phone
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