How big is Sovereign Realty Advisors' plan?

Sovereign Realty Advisors' plan reported $84K in assets and 10 participants for 2022.

Original filing (PDF)20230817030928NAL0000078480001

Sovereign Realty Advisors

Name: Sovereign Realty Advisors — Sovereign Realty, Form 5500 (2022)
Creator: Sovereign Realty Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sovereign Realty Advisors 401(k)

401(k) retirement plan · Sovereign Realty Advisors' Sovereign Realty Advisors 401(k) held $84K in plan assets for 10 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

People on this filing

Eric Loiacano signed Sovereign Realty Advisors' 2022 Form 5500 as plan administrator.

Eric Loiacano — 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 Realty Advisors' EIN is 26-3603447.

EIN 26-3603447

Plan number 001

Plan year 2022

ACK ID 20230817030928NAL0000078480001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Sovereign Realty Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Sovereign Realty Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 REALTY ADVISORS.

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Plan health score

Above-average plan

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

Knocking points off