Michelle Calhoun signed Sovereign Consulting Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sovereign Consulting Inc.'s EIN is 22-3626647.
Download the official 2024 Form 5500 (PDF) for Sovereign Consulting Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sovereign Consulting Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| MFS MASS INV GROWTH STOCK - A | Registered Investment Companies | — | — | $4.3M | 18.0% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $3.2M | 13.7% | |
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $1.5M | 6.2% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 6.0% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $1.4M | 5.8% | |
| INVESCO EQUITY AND INCOME A | Registered Investment Companies | — | — | $1.3M | 5.6% | |
| NUVEEN DIVIDEND VALUE A | Registered Investment Companies | — | — | $1.3M | 5.6% | |
| GS SV COL TR INSTL SER 3 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.2M | 4.9% | |
| FIRST EAGLE GLOBAL FUND A | Registered Investment Companies | — | — | $1.1M | 4.7% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $870K | 3.7% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $822K | 3.5% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $741K | 3.1% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $735K | 3.1% | |
| MACQUARIE SMALL CAP CORE A | Registered Investment Companies | — | — | $631K | 2.7% | |
| MFS GLOBAL EQUITY - A | Registered Investment Companies | — | — | $574K | 2.4% | |
| NUV LG CAP GR INDEX RETIREMENT | Registered Investment Companies | — | — | $401K | 1.7% | |
| COLUMBIA USTREASURYIDXA | Registered Investment Companies | — | — | $355K | 1.5% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $263K | 1.1% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $217K | 0.9% | |
| NUV LG CAP VAL IDX RETIRE | Registered Investment Companies | — | — | $206K | 0.9% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $206K | 0.9% | |
| BLK INFLATION PROT BOND INSTL | Registered Investment Companies | — | — | $195K | 0.8% | |
| GS GQG PTNRS INTL OPP INSTL | Registered Investment Companies | — | — | $179K | 0.8% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $177K | 0.7% | |
| AB HIGH INCOME A | Registered Investment Companies | — | — | $158K | 0.7% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $50K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
| $0 |
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