Sovrn 401(k) Plan
Sponsored by Sovrn Holdings, Inc. · EIN 464307559 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 134
- With balances
- 236
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 |
|---|---|---|
| Expand Financial | Other fees | $10,436 |
| Aveo Capital | Other fees | $0 |
| Ascensus | Other services | $0 |
| Voya Retirement Insurance And Annui | Investment advisory (participants) | $0 |