Sonalysts 401(k) match, vesting and fees
What Sonalysts' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Sonalysts: employer contribution per participant | $1,297 | |
| Peer median | $2,600 |
| Sonalysts: average balance | $242,063 | |
| Peer median | $84,124 |
| Sonalysts: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $119M at the end of plan year 2021 to $146M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 602 | $146M | $781K | $1,297 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 634 | $134M | $754K | $1,189 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 687 | $118M | $754K | $1,125 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 683 | $119M | $687K | $1,023 | 0.02% | Not published | Form 5500 ↗ |
Other Sonalysts plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sonalysts, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Financial Group | 2023 Schedule C ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Sonalysts match 401(k) contributions?
The match terms for the Sonalysts, Inc. Retirement and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $781K in employer contributions, about $1,297 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sonalysts 401(k) match vested?
The vesting schedule for the Sonalysts, Inc. Retirement and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sonalysts 401(k)?
The filing names Sonalysts, Inc. as plan administrator; it does not list a recordkeeper.
I left Sonalysts. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sonalysts, Inc., (860) 442-4355). The Sonalysts old 401(k) page lists the contacts from every plan filing. Find an old Sonalysts 401(k)
Data from the public Form 5500 annual reports Sonalysts filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sonalysts. Not financial advice. Report a correction · Methodology