NATE Eckert signed Sonnen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sonnen, Inc.'s EIN is 47-3043045.
Download the official 2024 Form 5500 (PDF) for Sonnen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sonnen, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $39K | — |
| ERISA SERVICES OF GEORGIA. LLC | 83-4452620 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $929K | 14.9% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $849K | 13.7% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $764K | 12.3% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $624K | 10.0% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $609K | 9.8% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $303K | 4.9% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $267K | 4.3% | |
| TRANSAMERICA PARTNERS STCK INDEX RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $218K | 3.5% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $185K | 3.0% | |
| Notes Receivable from Participants * Participant loans Interest rates range from 5.25% to 10.50% 0 | Bonds / Notes | — | — | $104K | 1.7% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $87K | 1.4% | |
| Fully Benefit Responsive Investment Contract * Transamerica Stable Value Core Option | Stable Value | — | — | $85K | 1.4% | |
| STATE STREET RUSSELL LRG CAP VAL IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $78K | 1.3% | |
| MFS MASSACHUSETTS INVSTRS GROWTH ST TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 897 | Pooled Separate Account | — | — | $78K | 1.2% | |
| BLACKROCK CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 197 | Pooled Separate Account | — | — | $74K | 1.2% | |
| AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $69K | 1.1% | |
| FEDERATED HERMES INSTL HIGH YLD BD TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 032 | Pooled Separate Account | — | — | $68K | 1.1% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $66K | 1.1% | |
| PIMCO STOCKSPLUS(R) ABSOLUTE RETURN TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 045 | Pooled Separate Account | — | — | $63K | 1.0% | |
| LORD ABBETT INC RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 121 | Pooled Separate Account | — | — | $53K | 0.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $51K | 0.8% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $48K | 0.8% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 099 | Pooled Separate Account | — | — | $45K | 0.7% | |
| TRANSAMERICA INTL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 201 | Pooled Separate Account | — | — | $44K | 0.7% | |
| PGIM GLOBAL REAL ESTATE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 125 | Pooled Separate Account | — | — | $43K | 0.7% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 124 | Pooled Separate Account | — | — | $43K | 0.7% | |
| ALLSPRING SPECIAL SM CAP VAL RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 945 | Pooled Separate Account | — | — | $42K | 0.7% | |
| INVESCO INTERNATIONAL DIVERSIFIED R TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 043 | Pooled Separate Account | — | — | $41K | 0.7% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $40K | 0.6% | |
| T. ROWE PRICE INTRNTL DISCOVERY RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 930 | Pooled Separate Account | — | — | $40K | 0.6% | |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $40K | 0.6% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | — | — | $33K | 0.5% | |
| DFA U.S. SM CAP PORT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 725 | Pooled Separate Account | — | — | $25K | 0.4% | |
| TRANSAMERICA EMERG MARKETS DEBT RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 786 | Pooled Separate Account | — | — | $24K | 0.4% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $19K | 0.3% | |
| TRANSAMERICA HI YLD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $16K | 0.3% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $15K | 0.2% | |
| ALLSPRING COMMON STCK RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 129 | Pooled Separate Account | — | — | $12K | 0.2% | |
| DFA INTERNATIONAL SMALL CAP VALUE P TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 723 | Pooled Separate Account | — | — | $11K | 0.2% | |
| VICTORY TRIVALENT INTERNTL SMLL-CAP TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 127 | Pooled Separate Account | — | — | $10K | 0.2% | |
| BLACKROCK HEALTH SCNCS OPPS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 860 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLK TRANSAMERICA LIFE INC CO · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $177 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $1K |
| — |
