Sponsor portfolio
SONOMA ALLOCATIONS LLC
EIN 87-0885429Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$711K assets
Welfare
0
Participants
4
50 OLD COURTHOUSE SQ STE 300 - SANTA ROSA, CA 95404707-481-5678
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SONOMA ALLOCATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $711K | 4 | 2025 |
Retirement plans