Assets by plan
Share of aggregate retirement assets
- SONA 401(K) (#001)$697K
Filings through .
Sona DDS PC
EIN 26-0970068Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Health & Benefits
0
Participants
16
3800 S. CLUBHOUSE DR, UNIT 7 - CHANDLER, AZ 85248480-612-1167
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 16 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SONA CASH BALANCE PLAN
Cash balance
Assets$1.1M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SONA 401(K) PLAN
401(k)
Assets$697K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SONA CASH BALANCE PLAN | Cash balance | $1.1M | 5 | 2025 |
| #001 | SONA 401(K) PLAN | 401(k) | $697K | 11 | 2025 |
- #002 · Cash balance · 20255
- SONA 401(K) PLAN$697K#001 · 401(k) · 202511
Retirement plans