How big is Sondhelm Partners LLC's plan?

Sondhelm Partners LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20251015083601NAL0005541920001

Sondhelm Partners LLC

Name: Sondhelm Partners LLC — Sondhelm Partners LLC 401(k), Form 5500 (2024)
Creator: Sondhelm Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sondhelm Partners LLC 401(k) Plan

401(k) retirement plan · Sondhelm Partners LLC's Sondhelm Partners LLC 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Daniel Sondhelm signed Sondhelm Partners LLC's 2024 Form 5500 as plan administrator.

Daniel Sondhelm — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sondhelm Partners LLC's EIN is 81-2454936.

EIN 81-2454936

Plan number 001

Plan year 2024

ACK ID 20251015083601NAL0005541920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sondhelm Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sondhelm Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SONDHELM PARTNERS LLC.

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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