Sovereign Healthcare 401(k) Plan
Sponsored by Sovereign Healthcare Holdings, Llc · EIN 200101170 · Plan #001
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 4,456
- With balances
- 726
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $92,234 |
| Bks Financial Investments Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $30,000 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $12,312 |