Plan Ledger DOL Form 5500 · updated monthly

Sonata Software North America, Inc.401(k)

SONATA SOFTWARE NORTH AMERICA, INC. RETIREMENT TRUST · FREMONT, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Sonata Software North America, Inc. reported $44,929 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,476 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.36% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,967th-largest of 9,483 plans among California employers on file, and 5,998th of 11,654 in professional & technical services. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 64 to 278 since 2022.

Plan summary
Net assets, end of year$17,602,501
Participants with balances264
Active participants278
Employer contributions$688,402
Employee contributions$1,727,304
Employer contribution per active participant$2,476
Average account balance$66,676
Benefits paid to participants$2,082,481
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.6M · 264 accts · $688K emplr
2023$10.6M · 204 accts · $384K emplr
2022$6.5M · 115 accts · $213K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,492
Investment management$28,437
Total administrative$44,929
The Sonata Software North America, Inc. 401(k) match · 2024
Employer contribution per active participant$2,476
Median for plans this size$2,416
2024$2,476 per active participant
2023$1,838 per active participant
2022$3,336 per active participant

Sonata Software North America, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
LPL FINANCIAL · Investment advisory (plan)$28,437

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$44,929 · 0.32%
2023$28,231 · 0.33%
2022$26,113 · 0.36%
Same employer
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Vca Consultants, Inc. CA$17.6M · 0.36%
Ecology Action CA$17.6M · 0.50%
Clearcaptions, LLC CA$17.6M · 0.57%
Ibisworld Inc CA$17.6M · 0.03%
Nisum Technologies, Inc. CA$17.6M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680281955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.