Dorit Bannett signed Sovereign Distributors, Inc. T/a Avalon Flooring's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sovereign Distributors, Inc. T/a Avalon Flooring's EIN is 22-2985143.
Download the official 2024 Form 5500 (PDF) for Sovereign Distributors, Inc. T/a Avalon Flooring from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sovereign Distributors, Inc. T/a Avalon Flooring's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $34K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $26.6M | 97.9% | |
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.0M | 3.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPALDI REYNOLDS & PELOSI, P.A. | 22-2097516 | — | ACCOUNTANT/AUDITOR | $16K | — |
