How big is Sonoran Institute's plan?

Sonoran Institute's plan reported $1.8M in assets and 18 participants for 2025.

Original filing (PDF)20260316141228NAL0001181169001

Sonoran Institute

Name: Sonoran Institute — Sonoran Institute 401(k) Plan, Form 5500 (2025)
Creator: Sonoran Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sonoran Institute 401(k) Plan

401(k) retirement plan · Sonoran Institute's Sonoran Institute 401(k) Plan held $1.8M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

KIM Egita signed Sonoran Institute's 2025 Form 5500 as plan administrator.

KIM Egita — 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

Sonoran Institute's EIN is 86-0684610.

EIN 86-0684610

Plan number 001

Plan year 2025

ACK ID 20260316141228NAL0001181169001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sonoran Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sonoran Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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