How big is Sonatech, LLC's plan?

Sonatech, LLC's plan reported $12.4M in assets and 109 participants for 2024.

Original filing (PDF)20250630111151NAL0017220048006

Sonatech, LLC

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

Form 5500-SF

FILING_RECEIVED

Sonatech 401(k) Plan

401(k) retirement plan · Sonatech, LLC's Sonatech 401(k) Plan held $12.4M in plan assets for 109 participants in 2024.

Active participants

109

Accounts w/ balance

133

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

People on this filing

George NAGY signed Sonatech, LLC's 2024 Form 5500 as plan administrator.

George NAGY — 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

Sonatech, LLC's EIN is 81-4248067.

EIN 81-4248067

Plan number 001

Plan year 2024

ACK ID 20250630111151NAL0017220048006

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SONATECH, LLC

EIN

all filings

Address

879 WARD DRIVE · SANTA BARBARA, CA · 93111

Phone

(805) 683-1431

Industry

Manufacturing

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

2025-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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