Sovereign Distributors, Inc. T/A Avalon Flooring 401(k) Plan
Sponsored by Sovereign Distributors, Inc. T/A Avalon Flooring · EIN 222985143 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 318
- With balances
- 428
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $67,641 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $34,322 |
| Capaldi Reynolds & Pelosi, P.A. | Accounting | $15,750 |