Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SONOMA AVENUE, LLC
EIN 47-2760431Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$7.9M assets
Welfare
0
Participants
22
1460 FARMERS LANE - SANTA ROSA, CA 95405707-566-7300
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $7.9M assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SONOMA COUNTY ORAL SURGERY RETIREMENT PLAN
CashBalance
Assets$6.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SONOMA COUNTY ORAL SURGERY 401(K) PLAN
401k
Assets$929K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SONOMA COUNTY ORAL SURGERY PROFIT SHARING PLAN
ProfitSharing
Assets$730K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SONOMA COUNTY ORAL SURGERY RETIREMENT PLAN | CashBalance | $6.2M | 3 | 2024 | |
| 001 | SONOMA COUNTY ORAL SURGERY 401(K) PLAN | 401k | $929K | 16 | 2024 | |
| 002 | SONOMA COUNTY ORAL SURGERY PROFIT SHARING PLAN | ProfitSharing | $730K | 3 | 2025 |
Retirement plans