Original filing (PDF)20251014152335NAL0004374464001

SOVEREIGN DISTRIBUTORS, INC. T/A AVALON FLOORING

Name: SOVEREIGN DISTRIBUTORS, INC. T/A AVALON FLOORING — SOVEREIGN DISTRIBUTORS, INC. T/A AVALON FLOORING 401(K) PLAN, Form 5500 (2024)
Creator: SOVEREIGN DISTRIBUTORS, INC. T/A AVALON FLOORING

Form 5500

FILING_RECEIVED

SOVEREIGN DISTRIBUTORS, INC. T/A AVALON FLOORING 401(K) PLAN

401(k) retirement plan

Active participants

318

Accounts w/ balance

428

Plan assets (EOY)

$27.2M

Net assets (EOY)

$27.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOVEREIGN DISTRIBUTORS, INC. T/A AVALON FLOORING.

Plan sponsor

Name

SOVEREIGN DISTRIBUTORS, INC. T/A AVALON FLOORING

DBA

T/A AVALON FLOORING

EIN

22-2985143

Address

2030 SPRINGDALE ROAD · SUITE 400 · CHERRY HILL, NJ · 08003

Phone

(856) 833-6346

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$68K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES	81-3968784	—	ADVISOR	$34K	—

Accountant / Auditor

Name	EIN	Location	Relation

Investments

1 pooled fund· $1.0M(4% of reported assets)

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.