Plan Ledger DOL Form 5500 · updated monthly

Sonoma Media Investments401(k)

SONOMA MEDIA INVESTMENTS, LLC 401(K) PLAN · SANTA ROSA, CA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Sonoma Media Investments reported $38,328 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $0 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 rose from 0.45% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,399th of 9,483), and 1,736th of 2,199 in information & media. active participation has shrunk from 163 to 97 since 2022.

Plan summary
Net assets, end of year$6,803,245
Participants with balances120
Active participants97
Employer contributions$0
Employee contributions$599,105
Employer contribution per active participant$0
Average account balance$56,694
Benefits paid to participants$829,693
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$6.8M · 120 accts
2023$5.8M · 143 accts
2022$5.3M · 166 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,468
Investment management$20,860
Total administrative$38,328
The Sonoma Media Investments 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Sonoma Media Investments's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$17,937
EMPOWER ADVISORY GROUP, LLC · Investment management$2,923

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

Administrative cost history4
2025Not separately reported
2024$38,328 · 0.61%
2023$34,636 · 0.63%
2022$26,221 · 0.45%
Similar plansInformation & Media · California
Autofi, Inc. CA$7.1M · 0.13%
Orbital Insight, Inc. CA$6.9M · 0.18%
Edi Health Group, Inc. CA$6.8M · 0.05%
Traliant Holdings, LLC CA$6.8M · 0.97%
Ezoic, Inc. CA$6.7M · 0.11%
Surfline Wavetrak, Inc. CA$6.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454946776 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.