Rebecca Brown signed Sonoma Academy's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sonoma Academy's EIN is 94-3343174.
Download the official 2023 Form 5500 (PDF) for Sonoma Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sonoma Academy's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THREE BELL CAPITAL LLC | 22-8453855 | — | ADVISOR |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $26K |
| — |
| BPM ADVISORS | 90-0779560 | — | ADVISOR | $8 | — |
