How big is Sovereign Finance's plan?

Sovereign Finance's plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250611194229NAL0012457251001

Sovereign Finance

Name: Sovereign Finance — Sovereign Finance, LLC 401(k), Form 5500 (2024)
Creator: Sovereign Finance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sovereign Finance, LLC 401(k) Plan

401(k) retirement plan · Sovereign Finance's Sovereign Finance, LLC 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

April LAMB signed Sovereign Finance's 2024 Form 5500 as plan administrator.

April LAMB — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sovereign Finance's EIN is 26-3195620.

EIN 26-3195620

Plan number 002

Plan year 2024

ACK ID 20250611194229NAL0012457251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sovereign Finance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sovereign Finance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOVEREIGN FINANCE.

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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