Michael Karicher signed Sonida Senior Living, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sonida Senior Living, Inc.'s EIN is 75-2678809.
Download the official 2024 Form 5500 (PDF) for Sonida Senior Living, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sonida Senior Living, 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 | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $2.1M | 10.3% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 10.0% | |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 000 | Common Collective Trust | — | — | $2.0M | 10.0% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 000 | Common Collective Trust | — | — | $1.7M | 8.5% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 000 | Common Collective Trust | — | — | $1.5M | 7.3% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $993K | 4.9% | |
| RETIREGUIDE CONS GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 000 | Common Collective Trust | — | — | $840K | 4.2% | |
| AMERICAN AGGRESSIVE ALLOCATION FD C ALTA TRUST · EIN 88-1329967 / PN 001 | Common Collective Trust | — | — | $778K | 3.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 FU PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $732K | 3.6% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $715K | 3.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 FU PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $702K | 3.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 FU PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $648K | 3.2% | |
| Empower Annuity Insurance Company Guaranteed Portfolio Fund | Common Stocks | — | — | $614K | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 FU PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $539K | 2.7% | |
| Empower Retirement Empower International Value Fund - Institutional Class | Other securities | — | — | $538K | 2.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 FU PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $454K | 2.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 FU PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $355K | 1.8% | |
| AMERICAN MODERATE ALLOCATION FD CL ALTA TRUST · EIN 88-1393866 / PN 001 | Common Collective Trust | — | — | $342K | 1.7% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $342K | 1.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 FU PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $276K | 1.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 FU PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $265K | 1.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $237K | 1.2% | |
| through October 2039 - | Other securities | — | — | $213K | 1.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 FU PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $187K | 0.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $156K | 0.8% | |
| PGIM Investments PGIM High Yield Fund - Class R6 | Other securities | — | — | $137K | 0.7% | |
| PGIM CORE CONSER BOND FUND CIT FEE GREAT GRAY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $125K | 0.6% | |
| RETIREGUIDE CONS GROWTH & INC ALTA TRUST · EIN 84-4094462 / PN 000 | Common Collective Trust | — | — | $101K | 0.5% | |
| Dimensional Fund Advisors DFA US Small Cap Growth Portfolio - Institutional Class | Mutual Funds | — | — | $100K | 0.5% | |
| PGIM Investments PGIM Total Return Bond Fund - Class R6 | Other securities | — | — | $99K | 0.5% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $93K | 0.5% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $77K | 0.4% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4074165 / PN 000 | Common Collective Trust | — | — | $63K | 0.3% | |
| AMERICAN CONSERVATIVE ALLOCATION FD ALTA TRUST · EIN 88-1370364 / PN 001 | Common Collective Trust | — | — | $56K | 0.3% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio - Institutional Class | Mutual Funds | — | — | $31K | 0.2% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $29K | 0.1% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio - Institutional Class | Mutual Funds | — | — | $26K | 0.1% | |
| Capital Group / American Funds American Funds New World Fund - Class R6 | Mutual Funds | — | — | $8K | <0.1% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) - Pacific Investment Management Co. Institutional Class | Mutual Funds | — | — | $3K | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MARTIN CURRIE EMERGING MARKETS CIT GREAT GRAY · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
