How big is Everest Sonoma Management LLC's plan?

Everest Sonoma Management LLC's plan reported $159K in assets and 52 participants for 2024.

Original filing (PDF)20250529071918NAL0020123218001

Everest Sonoma Management LLC

Name: Everest Sonoma Management LLC — Everest Sonoma, Form 5500 (2024)
Creator: Everest Sonoma Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Everest Sonoma Management 401(k) Plan

401(k) retirement plan · Everest Sonoma Management LLC's Everest Sonoma Management 401(k) Plan held $159K in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

People on this filing

INA KAO signed Everest Sonoma Management LLC's 2024 Form 5500 as plan administrator.

INA KAO — 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

Everest Sonoma Management LLC's EIN is 83-2028346.

EIN 83-2028346

Plan number 001

Plan year 2024

ACK ID 20250529071918NAL0020123218001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Everest Sonoma Management 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 EVEREST SONOMA MANAGEMENT LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off