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Sponsor portfolio

SONA DDS PC

EIN 26-0970068-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
16
3800 S. CLUBHOUSE DR, UNIT 7 - CHANDLER, AZ 85248480-612-1167
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 5 part#001401k-$697K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#002)60%
  • SONA 401(K) (#001)40%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SONA 401(K) (#001)11
  • CASH BALANCE PLAN (#002)5
Total 16Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SONA CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SONA 401(K) PLAN

401k

Assets$697K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SONA CASH BALANCE PLANCashBalance$1.1M52025
001SONA 401(K) PLAN401k$697K112025
Retirement plans
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