Assets by plan
Share of aggregate retirement assets
Filings through .
Sonata Group Inc.
EIN 46-0597830constructionLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Health & Benefits
0
Participants
14
50 ODELL CIRCLE - NEWBURGH, NY 12550845-561-5128sonatagroupinc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 14 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#001
SONATA GROUP, INC. 401(K) PLAN
401(k)
Assets$871K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SONATA GROUP, INC. CASH BALANCE PLAN
Cash balance
Assets$266K
Participants7
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 |
|---|---|---|---|---|---|
| #001 | SONATA GROUP, INC. 401(K) PLAN | 401(k) | $871K | 7 | 2025 |
| #002 | SONATA GROUP, INC. CASH BALANCE PLAN | Cash balance | $266K | 7 | 2025 |
- #001 · 401(k) · 20257
- #002 · Cash balance · 20257
Retirement plans