How big is The Sonoma Land Trust's plan?

The Sonoma Land Trust's plan reported $4.7M in assets and 38 participants for 2024.

Original filing (PDF)20251009141320NAL0007120497001

The Sonoma Land Trust

Name: The Sonoma Land Trust — Sonoma Land Trust 403(b), Form 5500 (2024)
Creator: The Sonoma Land Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sonoma Land Trust 403(b) Retirement Plan

403(b) retirement plan · The Sonoma Land Trust's Sonoma Land Trust 403(b) Retirement Plan held $4.7M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

The Sonoma Land Trust's EIN is 51-0197006.

EIN 51-0197006

Plan number 001

Plan year 2024

ACK ID 20251009141320NAL0007120497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Sonoma Land Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Sonoma Land Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SONOMA LAND TRUST.

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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 (87th percentile).

Plan sponsor

Name

THE SONOMA LAND TRUST

EIN

all filings

Address

822 FIFTH STREET · SANTA ROSA, CA · 95404

Phone

(707) 526-6930

Industry

Other Services (ex. Public Admin)

Plan administrator