How big is Sowell Financial Services, LLC's plan?

Sowell Financial Services, LLC's plan reported $1.1M in assets and 23 participants for 2025.

Original filing (PDF)20260519110341NAL0000675747001

Sowell Financial Services, LLC

Name: Sowell Financial Services, LLC — Sowell Financial, Form 5500 (2025)
Creator: Sowell Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sowell Financial Services, LLC 401(k) Plan

401(k) retirement plan · Sowell Financial Services, LLC's Sowell Financial Services, LLC 401(k) Plan held $1.1M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Sowell Financial Services, LLC's EIN is 02-0691794.

EIN 02-0691794

Plan number 001

Plan year 2025

ACK ID 20260519110341NAL0000675747001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sowell Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sowell Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOWELL FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score