· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SONORA INVESTMENT MANAGEMENT GROUP LLC — SONORA INVESTMENT 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250915134957NAL0001046161001
SONORA INVESTMENT MANAGEMENT GROUP LLC
Form 5500-SF
FILING_RECEIVED
SONORA INVESTMENT 401K PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
24
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SONORA INVESTMENT MANAGEMENT GROUP LLC
.
Find decision makers
Plan sponsor
Name
SONORA INVESTMENT MANAGEMENT GROUP LLC
EIN
87-0974250
Address
2343 E. BROADWAY BLVD., SUITE 116 · TUCSON, AZ · 85719
Phone
(520) 624-4554
Industry
Finance & Insurance
see all
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
2025-09-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2K · 401(m) arrangement
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
LANDSCAPE CAPITAL MANAGEMENT, LLC
LANDSCAPE CAPITAL MANAGEMENT, LLC 401(K) PLAN
$3.2M · 11 participants
VOYAGER CAPITAL MANAGEMENT, LLC
VOYAGER CAPITAL MANAGEMENT 401(K) PLAN
$3.2M · 8 participants
DESCHUTES PORTFOLIO STRATEGY, LLC
MATISSE CAPITAL 401(K) PROFIT SHARING PLAN
$3.2M · 11 participants
MAKROD INVESTMENT ASSOCIATES INC.
MAKROD INVESTMENT ASSOCIATES INC. PROFIT SHARING PLAN
$3.2M · 4 participants
AIP-ECS HOLDINGS, LLC
AIP-ECS HOLDINGS, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.2M · 117 participants
GARRISON POINT CAPITAL, LLC
GARRISON POINT CASH BALANCE PLAN
$3.2M · 4 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
