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Original filing (PDF)20251015051847NAL0003846225001
SONIC SYSTEMS INTERNATIONAL, INC
Form 5500
FILING_RECEIVED
SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
800
Accounts w/ balance
383
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "AMERICAN FUNDS AMER BAL FD- R3" is 30% of plan.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SONIC SYSTEMS INTERNATIONAL, INC.
Plan sponsor
Name
SONIC SYSTEMS INTERNATIONAL, INC
EIN
74-2014414
Address
101 NORTH 3RD ST · SUITE 401 · WILMINGTON, NC · 28401
Phone
(281) 531-7611
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $15.7M(98% 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.
Registered Investment Companies
$15.7M
28 holdings
Common Collective Trust
$808
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMER BAL FD- R3 | Registered Investment Companies | — | — | $4.7M | 29.4% | |
| WILLIAM BLAIR SM CP GR N | Registered Investment Companies | — | — | $2.5M | 15.3% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $1.8M | 11.3% | |
| AMERICAN US GOV MONEY MKT R3 | Registered Investment Companies | — | — | $1.8M | 11.0% | |
| MFS INTL GROWTH FUND - R3 | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| AMERICAN FUNDS FUNDAMENTAL -R3 | Registered Investment Companies | — | — | $778K | 4.8% | |
| AMERICAN FUNDS INV CO OF AMER | Registered Investment Companies | — | — | $631K | 3.9% | |
| VAN ECK INTL INV GOLD A | Registered Investment Companies | — | — | $562K | 3.5% | |
| AM FNDS WASH MUTUAL INV - R3 | Registered Investment Companies | — | — | $540K | 3.4% | |
| FIDELITY ADV FREEDOM 2010 - A 13 REGISTERED INVESTMENT COMPANY AMER FUNDS NEW PERSPECTIVE-R3 | Registered Investment Companies | — | — | $303K | 1.9% | |
| FEDERATED TOTAL RETURN BOND -A | Registered Investment Companies | — | — | $238K | 1.5% | |
| GS GLOBAL CORE FIXED INC - A | Registered Investment Companies | — | — | $192K | 1.2% | |
| FIDELITY ADV FREEDOM 2045 - A | Registered Investment Companies | — | — | $150K | 0.9% | |
| FIDELITY ADV FREEDOM 2030 - A | Registered Investment Companies | — | — | $125K | 0.8% | |
| FIDELITY ADV FREEDOM 2050 - A | Registered Investment Companies | — | — | $36K | 0.2% | |
| FIDELITY ADVISOR FREEDOM 2040 | Registered Investment Companies | — | — | $35K | 0.2% | |
| JPMORGAN MID CAP GROWTH R3 | Registered Investment Companies | — | — | $32K | 0.2% | |
| PRINCIPAL SC SP600 IDX R3 | Registered Investment Companies | — | — | $30K | 0.2% | |
| FIDELITY ADV FREEDOM 2055 - A | Registered Investment Companies | — | — | $25K | 0.2% | |
| FIDELITY ADV FREEDOM 2025 - A | Registered Investment Companies | — | — | $23K | 0.1% | |
| FIDELITY ADV FREEDOM 2065 - A | Registered Investment Companies | — | — | $19K | 0.1% | |
| THORNBURG LIMITED TERM INC -R3 | Registered Investment Companies | — | — | $17K | 0.1% | |
| FIDELITY ADV FREEDOM 2035 - A | Registered Investment Companies | — | — | $14K | <0.1% | |
| FIDELITY ADV FREEDOM INC - A | Registered Investment Companies | — | — | $13K | <0.1% | |
| FIDELITY ADV FREEDOM 2060 A | Registered Investment Companies | — | — | $9K | <0.1% | |
| UNDISC MGRS BEHAVIORAL VAL R3 | Registered Investment Companies | — | — | $6K | <0.1% | |
| ALLSPRING SPECIAL MC VAL A | Registered Investment Companies | — | — | $5K | <0.1% | |
| FIDELITY ADV FREEDOM 2020 - A | Registered Investment Companies | — | — | $2K | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $808 | <0.1% |
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