Sharmila Sherikar signed Sonata Software North America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sonata Software North America, Inc.'s EIN is 68-0281955.
Download the official 2024 Form 5500 (PDF) for Sonata Software North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sonata Software North America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| party maturity value Amount ($) Fidelity 500 Index Mutual funds | Common Collective Trusts | — | — | $2.4M | 13.6% | |
| Blackrock Lifepath Index 2035 K Mutual funds | Other securities | — | — | $2.0M | 11.4% | |
| Blackrock Lifepath Index 2045 K Mutual funds | Other securities | — | — | $1.7M | 9.9% | |
| JPMorgan Large Cap Growth R6 Mutual funds | Other securities | — | — | $1.6M | 9.3% | |
| Blackrock Lifepath Index 2040 K Mutual funds | Other securities | — | — | $1.5M | 8.3% | |
| Blackrock Lifepath Index Retirement K Mutual funds | Other securities | — | — | $1.4M | 8.0% | |
| Blackrock Lifepath Index 2050 K Mutual funds | Other securities | — | — | $831K | 4.7% | |
| Blackrock Lifepath Index 2055 K Mutual funds | Other securities | — | — | $749K | 4.3% | |
| Janus Henderson Global Tech Innovation N Mutual funds | Mutual Funds | — | — | $648K | 3.7% | |
| PGIM Total Return Bond R6 Mutual funds | Other securities | — | — | $319K | 1.8% | |
| Blackrock Lifepath Index 2030 K Mutual funds | Other securities | — | — | $316K | 1.8% | |
| Fixed income guaranteed Empower Investments Fixed Account** | Other securities | — | — | $244K | 1.4% | |
| Fidelity Small Cap Index Mutual funds | Mutual Funds | — | — | $206K | 1.2% | |
| Blackrock Lifepath Index 2060 K Mutual funds | Other securities | — | — | $189K | 1.1% | |
| American Funds American Balanced R6 Mutual funds | Mutual Funds | — | — | $171K | 1.0% | |
| Loan notes to 9.50%, with various maturities | Bonds / Notes | — | — | $148K | 0.8% | |
| Fidelity International Index Mutual funds | Mutual Funds | — | — | $124K | 0.7% | |
| Fidelity Mid Cap Index Mutual funds | Mutual Funds | — | — | $113K | 0.6% | |
| SSGA RUSSELL LC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 226 | Common Collective Trust | — | — | $43K | 0.2% | |
| Refer note 11. Delinquent contributions for Plan years ended December 31, 2021, December 31, 2020, and December 31, 2019, amounting to $11,307, $38,137, and $21,502 respectively were corrected during the year ended December 31 | Other securities | — | $38K | $22K | 0.1% | |
| the Plan** are included not corrected outside VFCP 2002-51*** $3,498 - | Other securities | — | — | $3K | <0.1% | |
| Dreyfus Government Cash Management Mutual funds | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
